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Set up a reminder for something you need to do

To do this task

  1. Open the reminders preferences.

    1. Go to the Edit menu and click Preferences.

    2. In the Preferences window, click Reminders in the list on the left.

  2. Click the Company Preferences tab.

  3. For each type of task listed, choose one of the following preferences:

    • 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

      Selects the most detail: a list of all the transactions due. For example if your company has $500 worth of bills to pay, the Reminders list shows the individual bills, like this:

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

      If you want the list to show less detail, select "Show summary" instead of "Show list." The Reminders list then shows only the summary entry, like this:

      Bills to pay -500.00
    • 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.

  4. For date-driven events, enter the number of days in advance that you want QuickBooks to add a reminder to the list.

  5. (Optional) If you want the Reminders window to open every time you start QuickBooks, click the My Preferences tab and select the Show Reminders when opening a company file checkbox.

  6. Click OK.

See also

KB ID# H_REMINDER_ALERT_SET
10/31/2014 11:00:29 PM
PPRDQSSWS403 9102 Pro 2013 e1933d