Join Bonnie Biafore for an in-depth discussion in this video Making reminders easy to see, part of QuickBooks Desktop: Tips and Tricks.
- QuickBooks can remind you about tasks you need to perform,…but the reminders won't help if you don't notice them.…Here are some tips for making…those reminders more noticeable.…The best way to make sure you see your reminders…is to open the Reminders List every time…you open your company file.…To set that preference, head up to the Edit menu…and choose Preferences.…Select the Reminders category,…and on the My Preferences tab,…you want to turn on the only check box there,…Show Reminders List when opening a Company file.…
Because it's on the My Preferences tab,…each user can set this for themselves.…Then, go ahead and click Ok.…To see how this works,…I'm going to close this company file and then reopen it.…So, I head to the File menu and choose Close Company.…Then, I select the company file again and click Open.…There you go.…The company file opens and so does the Reminders window.…Now, the window has different categories of reminders.…
There are some INVOICES/CREDIT MEMOS TO PRINT,…SALES RECEIPTS TO PRINT,…INVENTORY TO REORDER,…
Author
Bonnie Biafore
Updated
1/8/2018Released
4/15/2015- Adding, hiding, and sorting list entries
- Changing fields in record windows
- Finding info quickly
- Numbering transactions
- Adding logos to checks
- Applying discounts and credits to bills
- Invoicing cost overruns or fixed-price jobs
- Receiving payments
- Using journal entries
- Saving time on common tasks
Skill Level Appropriate for all
Duration
Views
Q: This course was updated on 12/08/2017. What changed?
A: The following topics were updated: using Find and Search, restarting transaction numbering, sorting bills, and tracking most recent year’s earnings and earlier retained earnings separately.
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Introduction
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Welcome1m 6s
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Using the exercise files2m 58s
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1. Working with QuickBooks Lists
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2. Displaying Information
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Making reminders easy to see3m 41s
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3. Quickly Finding Information
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Using Find and Search5m 18s
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4. Numbering Transactions
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5. Working with Expense Transactions
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Sorting bills4m 7s
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6. Invoicing
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Tracking nonbillable time5m 47s
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Handling fixed-price jobs8m 10s
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7. Receiving Payments
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8. Working with Journal Entries
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9. Working with Dates
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10. Other Time-Saving Tricks
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Conclusion
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Next steps38s
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Video: Making reminders easy to see