Use the Reminders list to track
all the QuickBooks tasks you need to do. It shows you
all of the things that are due (such as bills) or
that you need to act on (such as To Do notes). You
can choose which tasks to be reminded of, and how
and when you'll see the reminder.
For example, five days before a bill is actually
due, you might want to be reminded to pay it.
The Reminders list also posts messages about any
QuickBooks business services that need your attention
and important Alerts.
To open the Reminders list, go to the Company menu
and click Reminders.
what you can do in the list:
To see the set
of tasks for a particular area of QuickBooks, click
the bolded task heading.
To open a transaction or perform the associated
task (like paying a bill), double-click the transaction
in the list.
To change the amount of information you see, go
to the bottom of the window and click:
Custom View to return the display to the settings you specified in Preferences.
Collapse all to summarize the list. For each section of the
list, QuickBooks shows you the total amount of the transactions due. You'll
see a summary for all activities, including those you've asked QuickBooks
not to display.
Expand all to show the details for each section. For each
section of the list, QuickBooks lists the individual transactions that are due together
with their amounts. (You'll see a list of all transactions, including those
you've asked QuickBooks not to display.)
up a reminder for something you need to do
Set up a reminder for a recurring transaction