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cw80
April 27, 2020
Question

The "View reminders" link does not work in Tasks on the Dashboard

  • April 27, 2020
  • 1 reply
  • 0 views

I have just migrated from QB Desktop Pro to QB Online and am setting up recurring transactions. I want to be able to see those I have set to 'reminder' when I log in. 

Tasks on the Dashboard tells me to 'View reminders', but the link does not work.

 

I use Chrome. 

I have cleared caches and cookies and restarted my desktop but it still doesn't work in Chrome.

I have tried an incognito window and it works OK. 

 

Please, does anyone have any suggestions?

 

1 reply

MarsStephanieL
MarsStephanieL
April 27, 2020

Hi there, @cw80.

 

Thank you for letting me know about the troubleshooting steps you've done, I've appreciate it. You can create a recurring transaction in QuickBooks Online manually. Here's how:

 

  1. Go to the Gear icon and click Recurring Transactions under the Lists column.
  2. Click the New button and select the Transaction type drop-down icon and choose what kind of transaction.
  3. Enter the necessary details.
  4. Once done, click Save template.

Here's a screenshot for your reference.

 

I added this video to help you manage your recurring transactions: Create a recurring transaction.

 

Count me in if you need anything else. I'll be here to help you out. Stay safe.

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