QuickBooks 2011: The Missing Manual

Reminders

QuickBooks reminds you when to perform many of your accounting and business tasks, so you can save your brain cells for remembering more important things—like your employees’ names. Even if you have a brain the size of a small planet, you’re likely to rely on QuickBooks’ reminders to nudge you when it’s time to print checks or reorder inventory. And when you turn on reminders for To Do Notes, the program can give you hints about any task that you don’t want to forget, whether it’s for a customer, vendor, employee, or yourself.

Reminders on the My Preferences Tab

In the Reminders preference category, the My Preferences tab has only one preference, but it can render all of the settings on the Company Preferences tab useless. If your short-term memory is mere nanoseconds, turn on the “Show Reminders List when opening a Company file” checkbox. That way, QuickBooks displays the Reminders list window (Figure 23-9) whenever you open your company file, and it stays open unless you close it.

Figure 23-9. In the “Company name” field, on the Reminders Company Preferences tab, the Show Summary options tell QuickBooks to display a single reminder and the total amount of money in the Reminders window, like the “Bills to Pay” row here. Show List options display each transaction on a separate line, as shown below the Overdue Invoices heading. QuickBooks displays one line with the total for ...