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December 8, 2021
Question

Does QBO do an auto reminder setting managed and turned on/off by client, like Xero?

  • December 8, 2021
  • 1 reply
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1 reply

LieraMarie_A
December 8, 2021

Hi there, @michellezhang. I'm here with some information regarding auto-reminder settings.

 

To clarify, are you using the QuickBooks Online (QBO) Accountant version? If you're referring to the invoice reminder set up, your clients can manage it in QuickBooks. This feature helps remind customers about invoice due dates. This way, there's no need to track the dates yourself or worry about sending too many reminders.

 

Here's how to set it up:

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Sales tab.
  3. In the Reminders section, select Edit.
  4. Turn on Automatic invoice reminders.
  5. Select the dropdown for Reminder 1, and turn on the toggle switch.
  6. From the dropdown fields, select days, and before or after to tell QuickBooks when to send the reminder. You can schedule and send email reminders up to 90 days before or after the invoice due date.
  7. You can also edit your reminder message. You can customize the email template of each reminder to match the date settings you chose.
  8. You can create second and third reminders as needed.
  9. When you're done, select Save and then Done.

 

You can find more information in this article: Send invoice reminders automatically or manually in QBO.

 

Additionally, creating recurring transactions is also a great way to automate transactions and save data entry timeIt helps quickly create an entry with the same information that will happen on a regular occurrence.

 

Please come back and let me know in the comments if you're referring to something else. The Community is always here to answer them for you.