Using the To Do List and Reminders in QuickBooks

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.

This video walks you through how the To Do List and Reminders features in QuickBooks can simplify your work day.

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Scott Gregory is a specialist with QuickBooks Pro, Premier, and Enterprise. Connect with Scott at his QuickBooks consulting practice - Bottom Line Accounting Solutions.

Comments

[Chris]

Is there a way to have multiple "to do" lists in QBs? Basically, what I'm looking for is whether it is possible for each employee to have their own "to do" list within QB or QB online?

[Scott Gregory, QuickBooks Expert]

Tim:

Thanks for the comments - this is an excellent idea, no question about it.

I am not aware of any third party QB add-ons that can handle this, but will definitely be on the lookout for them. As far as I know, this feature set did not make it into the 2010 version.

Suggestion - Intuit wants to hear directly from the end users of their software. Feel free to click Help > Send Feedback Online and share this idea with their product development team.

Scott Gregory, QuickBooks Expert

[Tim Hawkins]

Scott -- We run 5 companies off of QB Pro 2008; and each has it's own reminders. The issue is that QB won't send you a reminder while the company file is closed. I'd like a tool to send an email, text, IM or twitter 24x7. Do you know of one? Or can you pass this to the programmers at Intuit as a suggestion? Thanks, tim