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How to Setup Automated Invoice Reminders in QuickBooks Online - My Cloud Bookkeeping 

My Cloud Bookkeeping
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Did you know that you could set up invoice reminders to automatically send to your clients or customers who haven't paid? In this video, I'll show you three different reminders that you can set up.
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• How to Setup Automated...
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16 сен 2024

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Комментарии : 9   
@stannimal
@stannimal Год назад
This is totally broken in 2023, reminders have been on but none have ever been sent, hitting any of the switches from inside of an invoice disables reminders in ALL of quickbooks AND resets all of your reminder emails to the default message. I spent 2+ hours on the phone with support and they could not help. I only wish your great tutorial worked IRL, but thanks to QB's glitchy software I still have to manually send reminders.
@MyCloudBookkeeping
@MyCloudBookkeeping Год назад
That's super frustrating - I should check that mine are going out. I have not heard of this before.
@williamprine6548
@williamprine6548 2 года назад
When I go to Settings > Sales I have the option to edit my reminder email but I cannot toggle on or off invoice reminders. Why is this? It's not visible. I am using QBO
@MyCloudBookkeeping
@MyCloudBookkeeping 2 года назад
HI William, I have looked at mine, I can't turn off the reminder function itself, I can toggle the Automatic Invoice reminders button. I can also choose which to turn off - ie. I could turn off all three reminders. If you are not seeing this option it could be that your plan doesn't allow it, or something glitchy. I'm afraid I'm going to have to suggest you call QBO support on this one. Sorry I couldn't be of more help!
@williamprine6548
@williamprine6548 2 года назад
@@MyCloudBookkeeping Thank you for your reply! May I ask what plan you use to compare against my own? I have QuickBooks Online Advanced. One would think that was sufficient for such a simple feature.
@MyCloudBookkeeping
@MyCloudBookkeeping 2 года назад
@@williamprine6548 If you're using Advanced you should be fine! I was wondering if you had the Simple Start Plan!
@MyCloudBookkeeping
@MyCloudBookkeeping 2 года назад
I'll check in the Advanced - I will be logged in later today - I'll get back to you.
@MyCloudBookkeeping
@MyCloudBookkeeping 2 года назад
@@williamprine6548 Well that is weird! It appears this function is not available in US QuickBooks! Only the Canadian version! I am in and out of both constantly, and had not noticed this was a Canadian feature!
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