Telling QuickBooks How Reminders Should Work

The My Preferences tab of the Reminders Preferences set consists of just one check box: You can use it to tell QuickBooks that you want to see the Reminders list when you open a company file. Because the My Preferences tab includes only a single check box, I don't show it here as a figure.

The Company Preferences tab, as shown in Figure 1, provides a bunch of radio buttons that you can use to specify how QuickBooks should remind you of accounting and bookkeeping tasks that you need to complete: Checks to Print, Paychecks to Print, Invoices/Credit Memos to Print, Overdue Invoices, Sales Receipts to Print, Sales Orders to Print, Inventory to Reorder, Assembly Items to Build, Bills to Pay, Memorized Transactions Due, Money to Deposit, Purchase Orders to Print, To Do Notes, and Open Authorizations to Capture.

Figure 1: The Company Preferences tab of the Reminders Preferences dialog box

For each of these accounting or bookkeeping tasks, you indicate whether you want to see a reminder for the item in the Summary list that appears in the QuickBooks Company Preferences Reminders list. You can also choose to actually see the List of Tasks — such as the list of Checks to Print — or you can indicate that you don't want to be reminded of some particular category of accounting or bookkeeping. For some of the reminder notes, you indicate how many work days in advance you want to be reminded. For example, if you indicate that you want to be reminded to print checks, you must indicate how many days before the check date that you want the reminder to appear. You do this by entering a numeral in one of the Remind Me text boxes.