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
Choose Company > To Do List.
Click the To Do drop-down arrow and select New To Do.
In the Add To Do window, enter your information.
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:
Double-click the to do that you want to edit.
In the Edit To Do window, make your changes.
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:
Click the to do that you want to delete.
Click the To Do drop-down arrow and select Delete Selected To Do.