cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
advauto-samoaonl
Level 1

How to set up a weekly notification bell

Need a weekly reminder to transfer my wages bill online
1 Comment 1
Kurt_M
QuickBooks Team

How to set up a weekly notification bell

It's a pleasure to have you here today, @advauto-samoaonl.

 

There isn't a built-in notification feature that you can set for specific purposes inside QuickBooks Online (QBO). However, you can consider setting up a recurring bill reminder since this will show in your dashboard once it's ready. If you wish to continue with this method, we'll gladly write down the steps to get you going:

 

  1. Access your QuickBooks Online company and then create a new bill or open an existing one.
  2. Fill in the data that you want to include on a recurring basis such as vendor, account and available fields.
  3. At the bottom of the bill, select Make recurring. QuickBooks Online creates a copy of the bill and adds a "Recurring Bill" section so you can set the recurring bill's preferences.
  4. Enter a template name.
  5. From the Type drop-down, select Reminder.
  6. On the Create _ days in advance field, enter the number of days before the date set in the "Interval" section you want the bill to be created in advance. If you selected Reminder from Type dropdown, enter how many days before the transaction date you want to be reminded.
  7. Specify the Interval and Start date of the recurring transaction.
  8. From the End dropdown, specify if you want it to end that transaction after a number of occurrences, by a set end date, or to continue recurring.
  9. Once done, select Save template.

 

For more information, please see this page: How to set up a recurring bill.

 

On the other hand, here's an article to help you handle expenses inside the program: Enter and manage expenses in QuickBooks Online.

 

We're only a click away if you have any follow-up questions regarding the notification option or managing bills inside QuickBooks. Keep safe and have a good one.