Is there a way to get email notifications when your expenses come due?

Quickbooks allows you to set the terms of an expense (Net 30, due upon receipt etc.), but is there something type of alert or notification you can setup once your bill comes due to remind you to pay it? 

Answer

Hi apedde,

There are two ways to keep notified when your bills are due.

First is by creating a recurring bill. It helps you get reminded of your incoming bills that will show under your Tasks in the Dashboard screen. 

Here's how to create a recurring bill: 

  1. Click on the Plus icon and select Bill.
  2. Enter the bill information such as supplier name, account/item details, description, and amount. 
  3. Select the Bill date and the Due date.
  4. Click on Make recurring.
  5. Enter the Template name.
  6. Select Reminder in the Type drop-down.
  7. Enter Create days in advance.
  8. Set up the Interval, Start date, and End.
  9. Click on Save template

You can check out this article for more details: Create Templates for Recurring Transactions.

Please note that QuickBooks won't send the recurring bills to your email. You can send us a product suggestion about it. Click on the Gear icon and select Feedback.

The second one is by customizing Unpaid Bills report. Then, QuickBooks will send it to your email on the scheduled date. I've added a screenshot below for your reference. 

Here's how:

  1. Go to Reports.
  2. Click on Unpaid Bills.
  3. Select the Report period
  4. Click on Run report.
  5. Click on Save customization.
  6. Go to the Custom Reports tab.
  7. Click on the Edit link for this report.
  8. Click on the radio button for Set email schedule.
  9. Set recurrence and click on Save and Close.

With this option, it'll help you see all unpaid bills for all or selected suppliers in one report.

Get back to me if you need anything else. I'm happy to help you out. 

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IntuitGarlynGay , Community Support Specialist
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