Can QuickBooks Online remind me that I need to create an invoice

Yes, you can set up “Reminder” in QuickBooks Online.

This is how you do it:

From the home page screen

  • Click on your company gear in the top right corner
  • Click Recurring Transactions under the Lists column
  • Click New
  • Change the Transaction Type to Invoice
  • Change Type to Reminder

Your reminder will show up in the Tasks section of your home page screen. Click “View reminders” link to review and complete the task.

Click on the screenshot below to enlarge it
tasks

 

#QuickBooks Online

 

Where do recurring transactions show up in new QuickBooks Online?

It should be part of recurring transactions reminder list.

  • From the home page screen, click company “Gear” icon (located upper right corner)
  • Select “Recurring Transactions” from the Lists header
  • See attached screenshot photos below for reference

Recurring transactions can be set-up for:

Customers

  • Invoice
  • Estimate
  • Credit Memo
  • Sales Receipt
  • Refund Receipt
  • Delayed Credit
  • Delayed Charge

Vendors

  • Expense
  • Check
  • Bill
  • Purchase Order
  • Vendor Credit
  • Credit Card Credit

Banking

  • Bank Deposit
  • Bank Transfer

Journal Entry

 

It should display all lists including scheduled, reminder and unscheduled.

 

Recurring Transactions List
Recurring Transactions List
Recurring Transactions List
Recurring Transactions List

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