I work with retail leasing. Is there a way to set a reminder for rent rate increases in QB Desktop Enterprise 22?
Hi there, @TXSRA.
You can utilize the reminders feature in QuickBooks Desktop for rent rate increases. To set up Reminders, just follow these steps:
To Do List provides important reminders of when various tasks need to be done. To get more details in managing this feature, check out this article: Manage Your To Do list.
Don't hesitate to come back and tell me how this goes by commenting below. Just tag my name and I'm always right here to help.
I appreciate you for going through the steps shared by peer above, @TXSRA.
I'd be delighted to guide you on how to clear those reminders.
To begin with, you'll want to check those invoices/credit memos and identify which customers it is for. This way, you can print all invoices under a specific customer. I'll show you how.
In regards to your overdue invoices and bills, I suggest working with your accountant for the best action to take. This way, you'll be guided accordingly in clearing those transactions.
I've also added these links for additional reference:
Furthermore, I've added this link that you can read on how to efficiently manage your accounts: Reconcile an account in QuickBooks Desktop.
You can always count on me whenever you have other questions about your reminders and QBDT. Please feel free to leave the details in your reply and I'll take care of it for you. Have a good one!
Hi there, TXSRA.
I appreciate you for coming back to the thread to add additional details about your concern. With this, I'll ensure you'll be able to clear those mentioned entries above.
It might be that there are payments that didn't apply to open invoices and it can cause to generate available/unapplied credits. That's the reason the system shows 2979 invoices/credit memos to print and 336 Overdue invoices. To clear those transactions, you can go to the Customer's information and click each invoice and you'll have the option to link the available credit to the entry.
Once done, you can run the A/P Aging Summary report to show all the open bills. From there, you can open each entry and click the Pay Bill icon so your 5 bills to pay will clear. Please follow the steps below.
Lastly, you may refer to the articles below to see different ways how you can track customer transactions in QuickBooks Desktop. Then, how Accounts Payable is used so you can track the money you owe your vendors.
I'd appreciate it if you can update me on how it goes. I'll be here and ready to help anytime. Have a good one.