Skip to main content
January 6, 2022
Question

Just wondering is there a way to set up notifications by email

  • January 6, 2022
  • 1 reply
  • 0 views
so the fact that the bank account is connected can i turn on an notification for money into the bank account

1 reply

January 6, 2022

Hello there, aiden-computeq-i.

 

Currently, the ability to set up email notifications for money going into the bank account is unavailable. When you connect your bank account to QuickBooks Online (QBO), the software will download transactions from your bank account automatically. This saves you time by avoiding data input errors that can arise when entering data manually.

 

You may consider checking with your bank if they offer email alerts once transactions are coming from your bank account.

 

You can also set up automated or manual invoice reminders when your customers' invoices are due shortly in QuickBooks. More information can be found in this article: Send invoice reminders automatically or manually in QuickBooks Online.

 

To ensure that your downloaded bank transactions are placed in the correct accounts, I've included the following resource for future reference: Categorise and match online bank transactions in QuickBooks Online.

 

Let me know if you have additional questions about email notifications. I'm always here to help you.