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This chapter is from the book

This chapter is from the book

Setting Reminders Preferences

QuickBooks has a feature called Reminders that helps you keep track of everything that needs to be done. You can be reminded of bills to pay, checks and other forms to print, customers who are late with their payments, money waiting to be deposited, and even your brother’s birthday. Use the Reminders to help organize your tasks. By setting certain preferences, the Reminders feature behaves just the way you want it to.

Set Personal Reminders Preferences

  • yellow_01.jpg Select Preferences from the Edit menu.
  • yellow_02.jpg Click Reminders at the left side of the window.
  • yellow_03.jpg Click the My Preferences tab.
  • yellow_04.jpg Check the Show Reminders List When Opening a Company File box to have reminders displayed when you open your company file in QuickBooks.

Set Company Reminders Preferences

  • yellow_01.jpg Click the Company Preferences tab.
  • yellow_02.jpg Click in the Show Summary column for each type of information you want to display in your Reminders list. These items display on a single line with a total amount.
  • yellow_03.jpg Click in the Show List column for each type of information for which you want the details to display in your Reminders list. These items display with a summary and a detail of every individual item that makes up the summary.
  • yellow_04.jpg Click in the Don’t Remind Me column for each type of information that will be excluded from your Reminders list.
  • yellow_05.jpg Indicate how many days in advance of the due date these items will appear in your Reminders list.
  • yellow_06.jpg Click OK.

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