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Level 2

Reminders List

We recently upgraded to 2019 Desktop Premier and need to know if there is anyway to rearrange the layout of the reminders list.  Our old version had all the invoices due in the next 10 days (the days set in my preferences) grouped together.  They now have it separated and now when it prints it shows those due today then below the invoices due it shows the remainder.  The totals are also separate.   Can both the bills due today along with the other bills on the reminder list be grouped together?

 

Solved
Best answer 03-19-2019

Best Answers
Highlighted
QuickBooks Team

Reminders List

Hi there, @Allied3.

 

Thanks for joining the Community today. I'm here to help share some information about rearranging the reminder's list layout in QuickBooks Desktop.

 

You have the option to toggle back the correct set up of your reminder's list on your Preferences so it will be grouped again. You can also change the correct due date if needed.

 

To do that:

  1. Click on Edit at the top menu bar.
  2. Select on Preferences.
  3. Choose Company Preferences.
  4. From there you can select your desired option. (Show Summary will give you the option to group it while Show List will give you the option to separate it).
  5. Click on OK.

r1.PNG

That should do it!

 

Here's an article that you can check out about creating a schedule in QuickBooks for transactions for your future reference: Create and modify memorized transactions.

 

Please know that I'm just a reply away if you have any other questions about editing reminders in QuickBooks Desktop. I'm always here to help. Have a good one!

View solution in original post

5 Comments
Highlighted
QuickBooks Team

Reminders List

Hi there, @Allied3.

 

Thanks for joining the Community today. I'm here to help share some information about rearranging the reminder's list layout in QuickBooks Desktop.

 

You have the option to toggle back the correct set up of your reminder's list on your Preferences so it will be grouped again. You can also change the correct due date if needed.

 

To do that:

  1. Click on Edit at the top menu bar.
  2. Select on Preferences.
  3. Choose Company Preferences.
  4. From there you can select your desired option. (Show Summary will give you the option to group it while Show List will give you the option to separate it).
  5. Click on OK.

r1.PNG

That should do it!

 

Here's an article that you can check out about creating a schedule in QuickBooks for transactions for your future reference: Create and modify memorized transactions.

 

Please know that I'm just a reply away if you have any other questions about editing reminders in QuickBooks Desktop. I'm always here to help. Have a good one!

View solution in original post

Highlighted
Level 1

Reminders List

Reminders list shows some but not all checks to print within time frame specified in preferences

Highlighted
Level 1

Reminders List

Done that. Didn’t work

Highlighted
QuickBooks Team

Reminders List

Good day, etk.

 

In QuickBooks Desktop, the reminders are arranged based on the task. For now, we're unable to group them by dates. I've added this link as your reference about how to customize and manage invoice payment reminders.

 

Please post again if you have other concerns. Stay safe!

Highlighted
Level 1

Reminders List

It would be extremely useful and time efficient if when in Reminder view they could be listed by ascending date. For example 1/1/20 before 6/15/20, not mixed up as they show now.

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