Send an email reminder to customers when their bank connection refresh is due, to ensure that all transactions get uploaded.

I didn't log into my account much during 2020 because of the pandemic, and as a result six months of transactions didn't get uploaded to my QB account, which I'm now having to upload manually.

I knew the connection needed refreshed every so often but I thought all transactions would come through no matter how much time had passed. I didn't realise that if you didn't do it every 90 days you risked having missing transactions. Had this been more obvious I would have made sure to keep up the refreshers.