Custom Reminders

A major improvement to QBO workflows is allowing users to create automatic custom reminders with “if-this-then-that” logic. Reminders are triggered when user-defined conditions are met. They will come in the form of tasks in the QBO Advanced task manager, customer emails, internal company emails, or push notifications.

For example, a user can set custom reminder emails to both the customer and the sales rep to remind them that the due date for an invoice is coming up. The emails can also be customized for sending over a predetermined number of days prior to the due date, and invoices over a certain amount for specific companies.

The snapshot below represents an example of the conditions that can be created and the push notification that is received as a result of the custom reminder:

In the above image, the condition is when an invoice payment status is unpaid, send a reminder 3 days prior to the invoice due date. The message will be sent via email, text...