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Feb 14, 2022 1:52 PM UTC
Question

If I set a recurring transaction with an end date (say end of an annual contract), can QBO send me a reminder before the end date?

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1 reply

Feb 14, 2022 2:25 PM UTC

Hello Eddie-Paterson, You can't set a reminder for the recurring transaction for yourself of when it will end however you can run a recurring template list report and in the top right use the customise button and then add columns to add an end date column to the report. You could also in the recurring transaction itself bcc your email and set it to reminder so many days before it would however then remind you and the customer.