How many sticky notes do you have plastered on your monitor right now to remind you of things you are supposed to do?
Let QuickBooks simplify the tracking of these items for you using the To Do List in conjunction with the Reminders feature.
You won't see the To Do List as an option when clicking Lists in the menu (not sure why that is!), but if you click Company in the menu bar, you do see a To Do List. You can then open up the list and have QuickBooks become the central storage location for all those sticky notes on your monitor.
Even better, you can then have QuickBooks remind you about the to do items on any date you choose. This ensures you don't forget to make that important follow-up phone call about an overdue customer payment or overlook the call to your vendor to ask for better payment terms on your account.
Scott Gregory is a specialist with QuickBooks Pro, Premier, and Enterprise. Connect with Scott at his QuickBooks consulting practice - Bottom Line Accounting Solutions.