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Good day, olivia5.
In QuickBooks Online, we have this feature called Routine which lets you send an automatic reminder not just for yourself but for your customer as well. We just need to activate this feature first:
Please see attached screenshots for your guide:
Now, you can start creating reminders and automating tasks on this page. Here's how:
You can refer to this article if you want to make changes to your routines: How to automate tasks with routines.
If you have additional questions or any other related concerns, you can always go back into this thread and I'll make sure to answer them.
So when I go into Quickbooks Lab, I’m only given three options: QuickBooks Invoicing for Gmail, SmartScan your books, and Import Style.Do I need to be a super admin to get the option to create Routines? I’m only an Admin status.
Hello again, @olivia5.
Routines were recently turned into the Workflows feature, which is exclusive to QuickBooks Online Advanced. For an overview of this roll-out, I recommend the following article: How to automate tasks with routines.
I'm also including a link that covers setting up and using the Workflow feature: Manage workflows in QuickBooks Online Advanced.
Should you have questions or need additional assistance, please let me know. Have a good one.
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