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Set up a reminder for something you need to do

To do this task

  1. Open the reminders preferences.

    Topic goes here
  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

      Topic goes here
    • 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

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