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patti5
June 27, 2020
Solved

Somehow my reminders got turned off and don't show as a link on the dashboard anymore. Does anyone know how to turn it back on?

  • June 27, 2020
  • 2 replies
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Best answer by patti5

No, that wasn't it at all.  There were many reminders on my list.  It is back now though...with all reminders intact.  It was gone for everyone in my company, and is now back for everyone.  Since we are using Online, and not Desktop, I am pretty sure it was something on the server end.

 

How do you get bills to show up as reminders on the list though?  The only thing that shows on our list are the recurring templates that we have created ourselves and set as reminder.  It would be nice if there was a way to get the bill that are due to show up too.  I'm pretty sure that they do in QB desktop version.

2 replies

KlentB
KlentB
June 28, 2020

Let me share some insights about how task reminders work on QuickBooks, patti5.

 

The Tasks list provides important reminders of when various tasks need to be done (pay taxes or file forms). It will only show when you have a pending work or set up that needs to be done. If you’re already done doing those, the list won’t show anything on your dashboard.

 

By the way, If you're using QuickBooks Online Advanced, we can use workflows to send reminders to your team to complete specific tasks, like reviewing open invoices. 

 

Feel free to insert a comment below if you have any other concerns or follow-up questions. Assistance is just a comment away.

P
patti5AuthorAnswer
June 28, 2020

No, that wasn't it at all.  There were many reminders on my list.  It is back now though...with all reminders intact.  It was gone for everyone in my company, and is now back for everyone.  Since we are using Online, and not Desktop, I am pretty sure it was something on the server end.

 

How do you get bills to show up as reminders on the list though?  The only thing that shows on our list are the recurring templates that we have created ourselves and set as reminder.  It would be nice if there was a way to get the bill that are due to show up too.  I'm pretty sure that they do in QB desktop version.

A
AileneA
June 28, 2020

Hi there, @patti5. 

 

When creating a bill, you can use the reminder template to get an alert in QBO when the transaction is due. This feature gives you an option to set the date days before the transaction date and its interval. 

 

Here's how to set this up:

  1. Click the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Press the Reminder List button in the upper right-hand corner.
  4. Hit the New button in the upper right-hand corner.
  5. Select Bill as the type and click OK.
  6. Enter the Template name, select Reminder as the Type, and enter the number of days before the transaction date.
  7. Tap a Vendor (you can change this later when using the template to create the bill), enter the Interval, and the Start/End dates.
  8. Enter the details of the bill, and click Save template. 

 

 

 

 

 

They will be displayed in the Task section on the homepage (Dashboard). If you decide to create the transactions, you can just click the reminder and make any necessary changes if needed before sending them to vendors/customers. 

 

Here's how to use the template to create a bill:

  1. From the Recurring Transactions list, find the template you created.
  2. Click the drop-down arrow below the ACTION column.
  3. Select Use.

 

You can also check this article o learn more about the templates for recurring transactions. 

 

Please let me know if you have any other issues or concerns in the comment section below, and I'll get back to you as soon as possible. Have a good one!

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SWieler
January 31, 2023

This is still a problem.  Intuit "Upgraded" the Online Quickbooks and removed all reminders from the Dashboard.  No one has been able to "find" them.  Example: create an invoice and mark it [email later].  There used to be a Reminder in the Dashboard that there are invoices to be emailed - - - GONE.  Bills to be paid - - - GONE.  I do NOT want to have to run a specific report to see what recurring events are scheduled to see the reminder to initiate an event that is not marked to be automatically entered.  There should (and has been in the past) a section in the Dashboard for [Get Things Done] where these Reminders SHOW!

Come on, Intuit - it's been 2 and a half years

    N
    nrobison
    December 19, 2023

    Reinforcing the last comment: it's a basic and useful bit of functionality to remind recurring transactions: QBO does so many things well, but burying an invaluable feature which ONLY purpose is to relieve someone of having to remember something actively is kind of passive-aggressive programming, in my opinion.

      S
      sjstone
      January 17, 2024

      I have two Quickbooks online companies.  For one company, the task reminder that I have recurring entries to be entered appears on the dashboard.  For the other company, there is no message.  You have to remember to click recurring entries, then click reminder list, to see the list of entries that need to be entered.  Quickbooks support can not figure out why and now have sent me twice to technical support to look into it.  We will see if they can figure it out.  A reminder's purpose is to remind you, not you have to remember to click somewhere to see if you need to do something.  Very frustrating.

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