{"id":1001166,"date":"2018-05-25T14:31:41","date_gmt":"2018-05-25T18:31:41","guid":{"rendered":"http:\/\/blog.bmcgiverncpa.com\/?p=1001166"},"modified":"2020-01-22T04:08:53","modified_gmt":"2020-01-22T04:08:53","slug":"are-you-using-quickbooks-reminders","status":"publish","type":"post","link":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/2018\/05\/25\/are-you-using-quickbooks-reminders\/","title":{"rendered":"Are You Using QuickBooks\u2019 Reminders?"},"content":{"rendered":"<p style=\"text-align: center;\"><strong><em>We can\u2019t emphasize this enough: QuickBooks\u2019 Reminders can prevent countless problems with your finances.<\/em><\/strong><\/p>\n<p>How do you know when it\u2019s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you\u2019re still using a paper calendar and sticky notes and file folders, there\u2019s a good chance you\u2019re missing some important deadlines on occasion. Manual methods aren\u2019t effective enough when you\u2019re dealing with your business finances. You might experience:<\/p>\n<ul>\n<li>Credit problems.<\/li>\n<li>Overextended customers.<\/li>\n<li>Unhappy vendors and employees.<\/li>\n<\/ul>\n<p>If you\u2019re missing the mark frequently, you won\u2019t be able to get a true picture of your financial status, and your cash flow will suffer.<\/p>\n<p>Use QuickBooks\u2019 built-in reminders to avoid this unnecessary drama. Here\u2019s how they work.<!--more--><\/p>\n<p><strong>Totally Customizable<\/strong><\/p>\n<p>To start setting up Reminders, open the <strong>Edit <\/strong>menu and select <strong>Preferences<\/strong>. Click <strong>Reminders <\/strong>in the left vertical pane. With the <strong>My Preferences <\/strong>tab highlighted, click in the box in front of <strong>Show Reminders List when opening a Company file <\/strong>to create a checkmark. Then click on the <strong>Company Preferences <\/strong>tab to open this window:<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter size-full wp-image-1001167\" src=\"http:\/\/www.bmcgiverncpa.com\/wp-content\/uploads\/2018\/03\/QBC-1217-image-1.jpg\" alt=\"\" width=\"659\" height=\"278\" srcset=\"https:\/\/www.bmcgiverncpa.com\/blog\/wp-content\/uploads\/2018\/03\/QBC-1217-image-1.jpg 659w, https:\/\/www.bmcgiverncpa.com\/blog\/wp-content\/uploads\/2018\/03\/QBC-1217-image-1-300x127.jpg 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" \/><\/p>\n<p style=\"text-align: center;\"><em>When you\u2019re setting up your <strong>Preferences <\/strong>for QuickBooks\u2019 Reminders, you can customize each type in multiple ways.<\/em><\/p>\n<p>As you can see in the above image, QuickBooks lets you create reminders for a wide variety of actions. For each, you can indicate whether the Reminders window will display a summary or a list, or whether that particular activity will not be included. For those that are time-sensitive, like <strong>Checks to Print<\/strong>, you\u2019ll also be able to specify how much warning you\u2019ll get \u2013 how many days in advance each item will appear in the Reminders list.<\/p>\n<p><strong>My Preferences vs Company Preferences<\/strong><\/p>\n<p>If you haven\u2019t worked much with QuickBooks\u2019 <strong>Preferences<\/strong>, you may not understand the difference between the two tabs that appear in each window. Only the QuickBooks Administrator can make changes on the <strong>Company Preferences <\/strong>page, since these affect company-wide settings. All users, though, can change any options that appear in the <strong>My Preferences <\/strong>window.<\/p>\n<p>Here\u2019s an example of a <strong>Preference <\/strong>(<strong>General<\/strong>) where all employees can indicate how they want QuickBooks to work for them specifically:<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter size-full wp-image-1001168\" src=\"http:\/\/www.bmcgiverncpa.com\/wp-content\/uploads\/2018\/03\/QBC-1217-image-2.jpg\" alt=\"\" width=\"537\" height=\"276\" srcset=\"https:\/\/www.bmcgiverncpa.com\/blog\/wp-content\/uploads\/2018\/03\/QBC-1217-image-2.jpg 537w, https:\/\/www.bmcgiverncpa.com\/blog\/wp-content\/uploads\/2018\/03\/QBC-1217-image-2-300x154.jpg 300w\" sizes=\"(max-width: 537px) 100vw, 537px\" \/><\/p>\n<p style=\"text-align: center;\"><em>Open the <strong>Edit <\/strong>menu and select <strong>Preferences,<\/strong> then <strong>General <\/strong>to open this window. Everyone who uses QuickBooks can set up their <strong>Preferences <\/strong>here, but only the administrator can modify <strong>Company Preferences.<\/strong><\/em><\/p>\n<p><strong>Using Reminders<\/strong><\/p>\n<p>If you indicated in <strong>My<\/strong> <strong>Preferences <\/strong>that you want the <strong>Reminders<\/strong> window to open every time you open your company file in QuickBooks, it should appear on top of your desktop. If you didn\u2019t, or if you need to see it after you\u2019ve closed it, open the <strong>Company <\/strong>menu and select <strong>Reminders<\/strong>. A link should also be available in the toolbar.<\/p>\n<p>Using the <strong>Reminders <\/strong>tool is like using any other interactive to-do list.<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter size-full wp-image-1001169\" src=\"http:\/\/www.bmcgiverncpa.com\/wp-content\/uploads\/2018\/03\/QBC-1217-image-3.jpg\" alt=\"\" width=\"780\" height=\"345\" srcset=\"https:\/\/www.bmcgiverncpa.com\/blog\/wp-content\/uploads\/2018\/03\/QBC-1217-image-3.jpg 780w, https:\/\/www.bmcgiverncpa.com\/blog\/wp-content\/uploads\/2018\/03\/QBC-1217-image-3-300x133.jpg 300w, https:\/\/www.bmcgiverncpa.com\/blog\/wp-content\/uploads\/2018\/03\/QBC-1217-image-3-768x340.jpg 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><\/p>\n<p style=\"text-align: center;\"><em>QuickBooks\u2019 <strong>Reminders <\/strong>window displays the tasks you need to do today and in the near future. You can click the arrows to the left of each boldfaced category to expand or collapse the list.<\/em><\/p>\n<p>The left pane of the window displays tasks that must be done today, while the right shows upcoming tasks. Small arrows to the left of each task category expand and collapse each section when you click on them. Double-click a task (<u>not<\/u> the category label), and the relevant form or other document opens. When you\u2019ve completed the chore, it will disappear from the list.<\/p>\n<p>There are two icons in the upper right of the window (not pictured here). Click the <strong>plus (+) <\/strong>sign, and the <strong>Add To Do <\/strong>window opens. You can create six types of to-do items here: call, fax, e-mail, meeting, appointment, and task. Each can be assigned to a customer, vendor, or employee, or earmarked as a lead. You can designate a priority (low, medium, high) and a status (active, inactive, done) to each. You can also assign a time and date due, and enter descriptive details. Each to-do then appears in the appropriate place in QuickBooks.<\/p>\n<p>The other icon, a small gear, opens your <strong>Preferences <\/strong>for <strong>Reminders<\/strong>.<\/p>\n<p>The mechanics of setting up your <strong>Reminders<\/strong> window are not difficult. What <u>can<\/u> be a challenge is watching your cash flow as all these transactions occur. If you\u2019re struggling with that, let\u2019s sit down together and develop a plan for keeping your cash flow positive while meeting your financial obligations.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We can\u2019t emphasize this enough: QuickBooks\u2019 Reminders can prevent countless problems with your finances. How do you know when it\u2019s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you\u2019re still using a paper calendar and sticky notes and file folders, there\u2019s a good chance you\u2019re missing [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[64],"tags":[41,73,74,63,75,76],"yst_prominent_words":[],"_links":{"self":[{"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/posts\/1001166"}],"collection":[{"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/comments?post=1001166"}],"version-history":[{"count":1,"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/posts\/1001166\/revisions"}],"predecessor-version":[{"id":1001217,"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/posts\/1001166\/revisions\/1001217"}],"wp:attachment":[{"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/media?parent=1001166"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/categories?post=1001166"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/tags?post=1001166"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.bmcgiverncpa.com\/blog\/index.php\/wp-json\/wp\/v2\/yst_prominent_words?post=1001166"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}