Can the recurring payment reminders be shown on the business overview?

I'll make sure you'll see the recurring transactions from the Business overview area, PNSTLInc.

You don't need to leave the Business overview page to find recurring payment reminders. Use the Reports menu and open Recurring Template List from here. It may show a different interface, however, it still gives you the same data.

Please see the attached screenshot below as your visual guide.

If you want to see which customers got reminders, here's how to check it.

1.  Go to Bookkeeping, then Transactions.
2. Choose All Sales
3. QuickBooks adds "(Reminded)" to invoices in the Status column after it sends a reminder.

You may also personalize the email message so to the template. I'm adding this article to help you customize it: Send invoice reminders automatically or manually in QuickBooks Online.

Please know that there are two ways to display your QuickBooks. This is the latest update and I'm adding this article for the overview: Switch between Business and Accountant view in QuickBooks Online.

It's important to check the customers' outstanding balances, who are falling behind their payments, how many are still due, and how long they’re past due. Use Aging reports to monitor your Accounts Receivable.

Hope you have a great day. Let me know if you need more help with this. I'm always around here in the Community forum to answer your QuickBooks concerns.

Thanks for replying back here in the Community, @PNSTInc.

I truly appreciate you providing more details about your concern and for utilizing your tools to figure things out. 

Feel free to post again if you have other concerns. We're always here giving our best to help you out.

As always, the Community team is here to help you. Keep safe!

Except apparently there is no 'Recurring Transactions' listing under Reports in Quickbooks Desktop. 

Hello, jcs4251.

I understand the challenges when a feature is accessible on the other version while not possible in QuickBooks Desktop. I understand how this can impact your productivity and navigating it.

Though QuickBooks Desktop and QuickBooks Online have several differences in terms of features, both versions have their strengths and weaknesses, and the choice of which one to use ultimately depends on your business needs and preferences.

Since this feature is unavailable in QuickBooks Desktop, I suggest sending Feedback to our Product Engineering team. Your Feedback is extremely important to us as it can help us create better products and services. Our Product Engineering team is always looking for ways to improve and enhance our offerings, so your suggestions are very valuable. By sending your Feedback to our team, you may allow them to carefully evaluate and consider your ideas for inclusion in our future product developments. So, please don't hesitate to share your thoughts with us. We appreciate your input.
 

Here's how: 

1. In your top menu bar, go to Help, Send Feedback Online, then Product Suggestion... 
2. Choose a Type of Feedback and Product Area (optional) from the drop-down menus.
3. Enter any suggestions/feedback in your Here is my suggestion: field.
4. Select Send Feedback.

To learn more about customizing reports, kindly refer to this article: Customize reports. Then, if you want to memorize the personalized report, feel free to check out this article for the detailed steps and information: Memorizing reports.

Your valuable feedback is important to us and will help us improve your experience in QuickBooks Desktop. So please don't hesitate to contact us again if you need further help. I'll be happy to extend another service for you. Have a great day!