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February 17, 2024
Question

Is there a way to set up yearly service reminders

  • February 17, 2024
  • 1 reply
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1 reply

February 17, 2024

You should have a task management app to integrate with QBO.

Clark_B
February 17, 2024

Hello there, @ckplumbing2.

 

Let me help you set up yearly service reminders in QuickBooks Online (QBO).

 

To begin with, may I know what yearly service reminders you want to set up? If you want to set up for your Contractor or Vendor, you can set up a yearly service reminder by creating a recurring transaction and selecting the Reminder option.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under Lists, choose Recurring Transactions.
  3. Click New.
  4. Select a Transaction Type, then click OK.
  5. For the Type drop-down menu, select Reminder.
  6. Under the Interval drop-down menu, choose Yearly.
  7. Fill in the Category and other details.
  8. Click Save template.

 

For future reference, you can check this article to help you run financial reports: Run reports in QBO.

 

Don't hesitate to leave a comment below If you have any other concerns about setting up a yearly service reminder. I will answer them in any possible way.

May 14, 2024

Is this also an option in Quickbooks Desktop Pro Plus 2023?  I do not see a Gear icon.