QuickBooks-Desktop-Tip (17)

If you don’t use the reminder page in QuickBooks, you’re missing out. It is one of my favorite pages and I use it to help me prioritize tasks in QuickBooks. A neat feature available in QuickBooks is the ability to set the reminder screen to display each time you open the company file. To do this, click on Edit in the menu bar (1), select Preferences (2), select Reminders (3), make sure the My Preferences tab is selected (4), select the Show Reminders List when opening a Company file checkbox (5), and click the OK button (6). The next time you open the company file you’ll see you reminders.

Click on the screenshot below for a larger view.

Hope this helps!

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Author: Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on QBScott.com. Certifications include: Certified Public Accountant (CPA) | Certified Bookkeeper (CB) | Advanced Certified ProAdvisor for QuickBooks Desktop | Advanced Certified ProAdvisor for QuickBooks Online | Certified ProAdvisor for QuickBooks Enterprise | Certified ProAdvisor for QuickBooks Point Of Sale