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khegge
January 11, 2021
Question

How do I enable !Alerts on my QB online homepage?

  • January 11, 2021
  • 1 reply
  • 0 views
I had the notices in the past but no longer. Not even in an incognito tab.

1 reply

JasroV
JasroV
January 11, 2021

Good day to you, @khegge.

 

I’m here to help and ensure I’ll be able to provide you the right resolution. Are you referring to the invoice reminders in your QuickBooks Online (QBO) account? If so, let’s go to your Account and settings and enable it from there. Let me show you how:

 

  1. Navigate to the Gear icon.
  2. Select Account and settings.
  3. Go to the Sales menu.
  4. Select the Reminders section and toggle ON the Automatic invoice reminders feature.
  5. Make some adjustments if necessary and click Save. 
  6. Once finished, click Done.

If you’re referring to something else, would you mind sharing it with me? I’m all ears ready to help you.

 

Additionally, you might want to check your audit log frequently. This way, you can manage your account seamlessly and check who made some changes in your account.

 

If there’s anything else you need help with, you can always tag me in your reply. I'm just a post away from you. Have a good one!

K
kheggeAuthor
January 11, 2021

Jason....will enabling "Automatic Invoice Reminders" enable !Alerts on my Dashboard?  It looks like it is just for sending invoices reminders out if not paid on the due date?  

This is what I use to get on my Dashboard...and now don't

Example:
!Alert  A bank transfer from our customer has been canceled due to a problem

!Alert A customer made a payment more than invoice balance

 

M
mv32
January 11, 2021

Hi there, @khegge.

 

Usually, we set up a recurring transaction with a fixed schedule, and we call it the Reminder type.

 

If you haven't change it yet, you can go to the Recurring Transactions list and then click Edit and set the type to Reminder.

 

 

Here's how:

  1. Go to Gear and then select Recurring transactions.
  2. Choose the template in question and then click Edit.
  3. Change the Type to Reminder.
  4. Hit Save template.

 

For reference, you can check this article on how to edit an existing recurring template: Create recurring transactions in QuickBooks Online.

 

Also, you can set up recurring statements for your customers by following the steps outlined through this reference:  Create memorized A/R reports with email reminders. It includes the types of recurring template that you can create in QuickBooks.

However, if it's already set up to this type of recurring transaction, I'd suggest reaching our Care Support team to investigate this further. They got the tools to pull up your account and document this case.

 

Let me know if you have questions about QuickBooks. I can help you anytime. Stay safe and have a nice day ahead, khegge!

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