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Replying to:
AldrinS
QuickBooks Team

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Hi there, Kelly R.

 

I'm here with some insight to provide regarding the Routines feature.

 

You are correct. At this time, the feature to automatically send reminders is only available in QuickBooks Online. If it's a feature that's necessary for your business, I highly encourage you to send feedback directly to our Product Development Team:

  1. Click the Gear icon at the top, then choose Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. Click Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

In the meantime, you can use the Reminders feature in QuickBooks Desktop. While it won't automatically send the reminders, it will help you keep track of the overdue transactions so you can manually send it. Here's how you can set it up:

  1. From the Edit menu, choose Preferences.
  2. Select Reminders in the left navigation menu.
  3. Go to the Company Preferences tab.
  4. Select the Show List radio button for the appropriate transactions.
  5. Click OK.

That should do it. Please keep in touch if there's anything else I can help you with. Have a great day!

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