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What's important about Reminders preferences

On the My Preferences tab

Show Reminders list...

Displays the Reminders list when you open a file. If you choose not to have the list appear automatically, you can display the list by going to the Company menu and clicking Reminders.

On the Company Preferences tab

These affect all users. Only the QuickBooks Administrator can change them.

Show summary

Selects the least amount of detail: a one line summary that shows the total amount of the transactions due. For example if your company has $500 worth of bills to pay, the Reminders list represents the bills as follows:

Bills to pay -500.00

If you want the list to show more detail, select Show list instead of Show summary. The Reminders list then shows the individual transactions below the summary entry, like this:

Bills to pay -500.00
Wheeler's Tile -300.00
Sloan Roofing -200.00

Show list

Show list

Don't remind me

Removes the activity from the Reminder's list. For example if your company doesn't send out invoices, selecting "Don't remind me" for "Overdue invoices" removes the entry for overdue invoices from the list.

To add an activity back to the list

  • Select either Show list or Show summary.

Remind me

Enter the number of days in advance that you need to be reminded about handling a particular type of transaction.

10/27/2016 11:22:35 PM
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