reminders

Hi there, @TXSRA. 

You can utilize the reminders feature in QuickBooks Desktop for rent rate increases. To set up Reminders, just follow these steps:

1. Open the Company menu and select To Do List.
2. Click the To Do drop-down list, and then choose New To Do.
3. In the Add To Do window, select the type of to-do note you would like to create from the Type drop-down menu.
4. Select the priority from the Priority drop-down list.
5. If the task requires another individual to be involved, check the With box; choose the type of individual from the first dropdown menu, and then the specific person from the second drop-down menu.
6. Enter the date the task is Due
7. To specify a time, check the box next to Time and then set the time needed.
8. You must enter details of the to-do into the Details field.
9. Then, choose the status of the to-do by selecting the appropriate option from the Status drop-down list. 
10. Click the OK button to add the to-do to your list.

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.

on my reminders page

I show 2979  invoices/credit memos to print

336 Overdue invoices

5 bills to pay

How do I clear these?

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.

1. Go to the Customers menu in your QuickBooks Desktop (QBDT) and select Income Tracker.
2. Select your preferred customer from the CUSTOMER:JOB drop-down.
3. From the TYPE drop-down, select either Invoices or Credit Memos/Refunds.
4. Choose either Open Invoices or Overdue from the STATUS drop-down. 
5. Select all the invoices under each tab that you want to print. 
6. Click the Batch Actions drop-down and choose Invoices.  
7. On the Print Invoices page that opens, click the Print button to print those invoices. 

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: 

• Record an invoice payment
• Pay bills in QuickBooks Desktop

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!

That did not work what you sent me going to the income tracker

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.

Here's how:

1. Click the Customers menu at the top. Then, choose Customer Center.
2. Find the customer's name and you'll be routed to the Customer Information page.
3. Double click each invoice so it will expand the page.
4. Click the Refund/Credit option at the top. Then, an available credit window appears.
5. Choose the Use credit to apply to invoice icon at the top.
6. Apply Credit to Invoices page will show. Then, put a checkmark on the box beside the date column.
7. Click Done.

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.

1. Click the Reports menu at the top.
2. Choose Vendors & Payables. Then, select A/P Aging Summary.
3. Double click each transaction and all bills available appear.
4. Click again the entry so the Bill page will show. Then, click the Pay Bill icon at the top.
5. Checkmark the box and make sure you select the right transaction.
6. Click the Pay Selected Bills icon at the bottom.

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. 

• Get started with customer transaction workflows in QuickBooks Desktop.
• Accounts Payable workflows in QuickBooks Desktop.

 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.