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Add, edit, or delete a to do

The To Do List lets you track and set reminders for important tasks. You can link a to do to a customer, lead, or vendor.

When you create a to do, you can:

  • Record the type of action item and its priority

  • Identify the lead, customer, or vendor linked to the task

  • Set a date and time that an action item is due

  • Enter details about an action item

  • Set the to do's status as active, inactive, or done

Add a to do:

To do this task

  1. Choose Company > To Do List.

  2. Click the To Do drop-down arrow and select New To Do.

  3. In the Add To Do window, enter your information.

  4. Click OK.

Note: You can also add a to do from the QuickBooks Calendar or from the Lead Center.

After you convert a lead to a customer, you can't add a to do for that customer from the Lead Center. Instead, open the To Do List from the Company menu and add a to do from there.

Edit a to do:

To do this task

  1. Choose Company > To Do List.

  2. Double-click the to do that you want to edit.

  3. In the Edit To Do window, make your changes.

  4. Click OK.

Note: You can also edit a to do from the To Do List or from a customer in the Customer Center or a vendor in the Vendor Center.

Delete a to do:

To do this task

  1. Choose Company > To Do List.

  2. Click the to do that you want to delete.

  3. Click the To Do drop-down arrow and select Delete Selected To Do.

  4. Click OK.

KB ID# H_TODO_NEW_EDIT
10/1/2016 3:23:11 AM
QYPPRDQBKSWS03 9138 Pro 2017 e76d3c