Learn how to set up payment reminders that are sent to customers automatically.
- [Instructor] In QuickBooks 2020, … you can set up payment reminders … that remind you to email reminders to customers … that haven't paid yet. … Here's how you set them up and use them. … This exercise file has a password, it's Admin12345, … with a capital A. … Now let's look at how you set up payment reminders. … You go to the edit menu and choose preferences. … Then you want to go to the payments category … and click company preferences. … So you need access to company preferences. … If necessary, ask your QuickBooks administrator … to change your permissions. … There's a box, payment reminders. … You want to make sure that the option … to send payment reminders is set to yes. … Then, if necessary, turn on the check box … that says if QuickBooks desktop is open, … prompt me at. … And then you can choose the time. … Now this is only going to happen if QuickBooks desktop is open, … so you want to choose a time … when you're normally working in QuickBooks. … So we're going to use 9:00 a.m. …
Author
Updated
12/13/2019Released
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 Intermediate
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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Collapse report columns2m 6s
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Conclusion
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Next steps38s
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Video: Set up automated payment reminders