Yes, you can use To Do Reminder for this. Set the date, set the priority, assign it to this customer, and it shows on the Reminders List, in the To Do Section.
You can do this from the To Do in Company Menu, or from Notes in Customer Center, selecting To […]
Resolution for 'birthday reminder issue: 'How can I create customers’ birthday reminder?' available: Yes.
The birthday reminder issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the birthday reminder issue yourself by looking for a resolution described in the article. If it is a complex birthday reminder issue or you are unable to solve the issue, you may contact us by clicking here or by using other birthday reminder support options.
For more information about resolving issues related to birthday reminder in Quickbooks/QBO or to get support for the issue 'How can I create customers’ birthday reminder?', click the link below: