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You can create a reminder before this bill is due, Brandon4.
When creating a bill, you can use the reminder template to get an alert in QBO when the transaction is due. This feature gives you an option to set the date days before the transaction date and its interval.
Here's how to set this up:
To use the template to create a bill:
You can also check this article o learn more about the templates for recurring transactions.
I'll be here if you have any further questions. Thanks for dropping by.
Is the reminder just a reminder, or is it also recorded as a bill?
Thanks for joining this conversation, @akrejci.
When setting up a reminder in QuickBooks Online (QBO), it won't automatically create the bill. It only notifies or proposes a series of transactions according to the schedule you set.
They will be displayed in the Task section on the homepage (Dashboard). If you decide to create the transactions, you can just click the reminder and make any necessary changes if needed before sending them to vendors/customers.
For more information about the process, consider checking out this article: Create templates for recurring transactions.
Please let me know if you have any other issues or concerns in the comment section below, and I'll get back to you as soon as possible. Have a good one!
is there a way to set up the reminders to be exported to my calendar or to get a reminder on the app? or do we have to log in to see the reminder?
Hello there!
Thanks for joining us here. I understand that you want to have a reminder on the QuickBooks Online app or be able to export it.
While these are unavailable, you'll want to visit the QuickBooks Online Apps Store. From there, you can look for a third-party application that can set up a reminder.
Additionally, you can always visit our QuickBooks Blog for our latest news, updates, and innovations.
Keep on posting if you need anything else. Looking forward to assisting you again.
Is there a way to set up reminders for bills that are not recurring ? I want to be notified 5 days before a bill is due, how do I do that ?
Thank you for joining the thread, @nico1224.
I'll share insights about setting up reminders for non-recurring bills.
As of now, the option to set up a reminder for bills that are almost due is unavailable. If you're using QBO Advanced, you can use the Manage Routines feature instead to achieve that.
Here's how you can do it:
After that, go back to the Gear icon and follow these:
Also, you can send us feedback with your suggestion about setting up reminders for bills that are almost due.
For more information, you can also review this article: How to automate tasks with routines.
Please let me know if you're good. If you have further questions, I'm always here to assist. Take care!
You may need a task management app and a connector to integrate with your QBO.
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