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D
dcahn
October 9, 2025
Question

Can anyone find the Reminders that are created from templates since the update?

  • October 9, 2025
  • 1 reply
  • 3 views
I use a lot of reminder templates in recurring transactions to create invoices, payroll transactions, any expenses that are on a schedule but the amount might vary. I can see the reminders still there but there is no "reminder list" to review them since the update. I can even still create a new recurring template reminder so they didn't get rid of the feature but where do the reminders go? Not under the new Tasks - mine is empty despite overdue reminders. Am I missing them hidden somewhere? Support told me to submit feedback for my "unique needs". Really? I've been using this QBO feature for 20 years and I am sure I can't be the only one who relies heavily on this feature. Please QBO, send us our reminders!

    1 reply

    E
    EvethCQuickBooks Team
    QuickBooks Team
    October 9, 2025

    Thank you for sharing the details of your concern, Dcahn. I recognize the importance of reminder templates for managing your recurring transactions in QuickBooks Online (QBO). Let me guide you in locating them to ensure everything runs smoothly.

     

    You can access your recurring reminders list in QBO using either of the following methods:

     

    Option 1: Using the Gear Icon.

     

    1. Click on the Gear icon at the top right corner.
    2. Under the Lists column, select All Lists.
    3. From the Lists page, choose Recurring Transactions.


     

    Option 2: Using the My Apps Menu.

     

    1. Navigate to My Apps from the left-hand menu.
    2. Under the Accounting section, select Recurring Transactions.
    3. You'll find the Reminder List in the top-right corner of the page.


     

    These steps should help you access your reminders seamlessly!

     

    If you have any additional questions or require assistance, please don't hesitate to contact us. We're here to help you. Take care!

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