We appreciate your efforts in reviewing the article to understand how reminders work, strca.
The process for setting up invoice reminders depends on the QuickBooks Online (QBO) plan you’re using.
For users of QBO Simple Start, Essentials, and Plus, the steps outlined in the article apply. You can configure reminders in the Account and settings menu. However, if you’re using QBO Advanced, the process is a bit different. The invoice reminder settings are no longer located in Account and settings. Instead, you can use the Workflow feature to create automated, customizable conditions for reminders. This offers greater flexibility and control to fit your business needs.
Here’s how to create a custom workflow in QBO Advanced:
- Go to the Gear icon and select Manage workflows.
- Click the + Custom workflow button.
- Choose Invoice as the record type and select Reminder as the action.
- Click Next and name your workflow.
- Set the actions (e.g., sending a reminder) and conditions (e.g., when an invoice is due).
- Add additional conditions if needed, then click Save or Save and turn on to activate the workflow.
For more details on using this feature, check out this article: Use workflows to automate your business processes.
If you’d like further assistance, you might also consider exploring QuickBooks Live Expert Assisted. Our experts can provide personalized guidance, helping you streamline tasks like invoicing, expense tracking, and sales tax management.
Let us know in the comments if you have additional questions. We’re here to help.
