It’s great to have you here, mashby.
I can help you create a reminder for your customer’s annual billings in QuickBooks Desktop.
Great news! QuickBooks Desktop has Reminders and To Do Notes features where you can setup a task you need to do. First, let’s turn this on in the Preferences screen.
Here’s how:
- Select Edit at the top menu bar, then choose Preferences.
- Click Reminders on the left, then select Company Preferences.
- Under To Do Notes, tick the radio button for Show Summary or Show List.
- Click OK.
Next, let’s create a to do for your customer’s annual billings. Let me show you how:
- Choose Company, then select To Do List.
- Click the To Do drop-down arrow and select New To Do.
- In the Add To Do window, enter your information.
- Click OK.
If you want to create a report for the important tasks, just click the drop-down arrow beside Reports, then choose Launch To Do Report.
To open the Reminders list, click the clock icon on the Home page, or choose Company and select Reminders.
The left side of the Reminders list shows alerts and today's tasks, as well as overdue tasks, which appear in red. The right side shows upcoming tasks.
Screenshots are attached at the bottom for your reference.
There you have it. Let me know if you have other questions. I'll be here if you need me.