How do I get rid of a REMINDER for an overdue invoice that has otherwise been resolved in a previous CLOSED year to which I do NOT have access?

islandchurch · ‎December 10, 2018

Overdue invoice is 7 years old, no longer valid, and I don't have passwords to that year's transactions, nor do I want to change it - just want to get rid of the reminder.

qbteachmt · ‎December 10, 2018

""Resolved" meaning the amount does not show in accts receivable, and I've found a credit memo as well as a journal entry"

The JE would be the error, then. You don't use JE for AR, AP, inventory, QB Payroll, Sales Taxes, etc.

"that appear to be "correcting" the invoice (it should not have been set up as an "invoice" in the 1st place - the "customer" did not OWE the money). I believe the reminder may have shown up when I installed Quickbooks 2014 (I'm now using QB Pro 2016). It is like the reminders that are generated by QB (not ones "set up") - like bills to pay, checks to print, sales receipts to print, etc."

Let me try to explain what you might be looking at:

You open the data file and it is set to show you the Reminders List, because you selected this in Preferences. On this list, using Preferences, you get to select what to see as a List, what to see as Details, and When these things should appear, such as 15 days or 5 days from due date.

"I could stop it from showing up by checking the "don't remind me" under preferences for overdue invoices, but that would stop ALL reminders for overdue invoices"

I think this is all you need to do:

Run the AR Aging Summary report. This customer would be showing, with Total = 0. Double-click on their Total of 0. Here are unapplied activities. Double-click on that invoice. Use the Icon to Apply available Credits.

A JE is always a mistake for AR. AR is invoices, credit memos, or statement charges, and Receive Payments. Here is a different thing to do, to prove this:

Open Receive Payment for that name. Put in an Amount of 0.

You should see open charges, and at the bottom, Available Credit. You can cross-apply them, here. Or, using the icon at the op of the Invoice, as I noted.

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islandchurch · ‎December 10, 2018

"Resolved" meaning the amount does not show in accts receivable, and I've found a credit memo as well as a journal entry that appear to be "correcting" the invoice (it should not have been set up as an "invoice" in the 1st place - the "customer" did not OWE the money). I believe the reminder may have shown up when I installed Quickbooks 2014 (I'm now using QB Pro 2016). It is like the reminders that are generated by QB (not ones "set up") - like bills to pay, checks to print, sales receipts to print, etc. I could stop it from showing up by checking the "don't remind me" under preferences for overdue invoices, but that would stop ALL reminders for overdue invoices.

islandchurch · ‎December 10, 2018

I did as you suggested and it got rid of the reminder for the overdue invoice. However, now my end of month balance sheet shows that balance in Accounts Receivables, which it should not. Now what?

qbteachmt · ‎December 10, 2018

""Resolved" meaning the amount does not show in accts receivable, and I've found a credit memo as well as a journal entry"

The JE would be the error, then. You don't use JE for AR, AP, inventory, QB Payroll, Sales Taxes, etc.

"that appear to be "correcting" the invoice (it should not have been set up as an "invoice" in the 1st place - the "customer" did not OWE the money). I believe the reminder may have shown up when I installed Quickbooks 2014 (I'm now using QB Pro 2016). It is like the reminders that are generated by QB (not ones "set up") - like bills to pay, checks to print, sales receipts to print, etc."

Let me try to explain what you might be looking at:

You open the data file and it is set to show you the Reminders List, because you selected this in Preferences. On this list, using Preferences, you get to select what to see as a List, what to see as Details, and When these things should appear, such as 15 days or 5 days from due date.

"I could stop it from showing up by checking the "don't remind me" under preferences for overdue invoices, but that would stop ALL reminders for overdue invoices"

I think this is all you need to do:

Run the AR Aging Summary report. This customer would be showing, with Total = 0. Double-click on their Total of 0. Here are unapplied activities. Double-click on that invoice. Use the Icon to Apply available Credits.

A JE is always a mistake for AR. AR is invoices, credit memos, or statement charges, and Receive Payments. Here is a different thing to do, to prove this:

Open Receive Payment for that name. Put in an Amount of 0.

You should see open charges, and at the bottom, Available Credit. You can cross-apply them, here. Or, using the icon at the op of the Invoice, as I noted.

qbteachmt · ‎December 10, 2018

"However, now my end of month balance sheet shows that balance in Accounts Receivables, which it should not. Now what?"

Did you delete the JE and create a Credit Memo for the open AR balance?

Someone made a JE to take this AR to 0.

When you deleted the JE, the customer should have then had a balance, again.

Then, you create the Credit Memo and Apply it. That puts the customer to 0, again.

Done.

qbteachmt · ‎December 10, 2018

What does "resolved" mean?

Reminders are a tool we get to set up. What Reminder are you seeing? Perhaps someone set up something that no longer applies.

murielb · ‎December 10, 2018

What a crock! The question was "How do I remove a reminder from the list?" Answer the Question!

qbteachmt · ‎December 10, 2018

The reminder goes away when you deal with the condition.

GenieB · ‎April 25, 2019

I constantly have incorrect reminders that I can't get rid of. The reminders are always, "You have forms to send." when I double click that notification, there are always 0 emails to send. Since I can't send anything, I can't get rid of the reminder. I went to Preferences > Notifications and clicked "Don't remind me" on every possible notification. It still didn't go away. The only way I can get it to go away is to intentionally not send an email so I will receive a notification that I have forms to send. Once I send the only email I can send, the reminder goes away. But, at another random time, the notification will re-appear. How do I fix this?

HoneyLynn_G · ‎April 25, 2019

Hello there, @GenieB.

Thank you for joining this thread about reminder issue. Let's work together to fix this!

Ideally, you shouldn't be receiving the reminder after modifying your reminders settings. To check if there is indeed damage to the company file, you can run the Verify and Rebuild Data Utility Tool within QuickBooks.

This tool allows QuickBooks to self-identify data integrity issues that can cause unusual behaviors and resolve them. Here's how to Verify Data:

Click on File from the menu bar.
Hover your mouse on Utilities, choose Verify Data.
If it says QuickBooks detected no problem with your data, click on OK. But if there is an issue detected, choose whether to Rebuild Now or View Errors.

To Rebuild Data:

Click on File from the menu bar.
Hover your mouse on Utilities, choose Rebuild Data.
Click on OK on the QuickBooks Information window.
Follow the steps in saving a backup. Just a reminder that if your cursor is still moving while displaying QuickBooks not responding, the rebuild is still ongoing.
Select OK when Rebuild has completed.

That should stop the "You have forms to send." message from showing, @GenieB.

Please let me know how it goes or if you have any follow-up question about reminders. I'll be here if you need further assistance.

GenieB · ‎April 27, 2019

Thanks for your quick reply. I have already tried the rebuild data utility tool. It said that it detected errors, so I went ahead with the rebuild and followed the directions. When I run the tool now, it says there are no errors. But, I still have the problem.

Anonymous · ‎April 28, 2019

Hello, GenieB.

I appreciate you trying the steps provided by my colleague above.

Since you’re still experiencing the issue, I’d recommend repairing the software. For detailed the steps, please refer to this article:https://quickbooks.intuit.com/community/Help-Articles/Fix-QuickBooks-Desktop-Windows/m-p/201490

If the issue continues after trying the steps in this article, it’d be best to contact our support team for further investigation:

Click Help at the top.
Select QuickBooks Desktop Help.
Select Contact Us.
Give a brief description of your issue and click Continue.

Please visit us again if you have other questions about QuickBooks Desktop.

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How do I get rid of a REMINDER for an overdue invoice that has otherwise been resolved in a previous CLOSED year to which I do NOT have access?