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This chapter is from the book

This chapter is from the book

Using Reminders

Paper to-do lists are so passé! Use the QuickBooks Reminders list to keep your desk space clean and your tasks organized. QuickBooks will remind you to notify your customers when their invoice payments are overdue, pay your bills, print your checks and other forms, follow up on unfilled purchase orders, deposit the money you’ve collected, execute memorized transactions, and more.

  • light-yellow-circle1.jpg If the Reminders list is not visible on your screen, select Company, Reminders.
  • light-yellow-circle2.jpg Double-click any summary entry (shown in bold) to see the detail that makes up that total.
  • light-yellow-circle3.jpg Click Collapse All to show only the summary information for each type of entry.
  • light-yellow-circle4.jpg Click Expand All to see details of all summary entries.
  • light-yellow-circle5.jpg Double-click a detail entry to go to the original form for that entry or to execute a command associated with that entry.
  • light-yellow-circle6.jpg Click Custom View to return to the display you chose in Reminders Preferences.
  • light-yellow-circle7.jpg Press Esc or click the X to close the window.
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