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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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ZackE
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Thanks for getting back with the Community, dendoa.

 

One feature I can think of which may come in handy for reminding you of which customers have certain items, terms, etc. would be your To Do List. This can store important reminders for tasks that need to be completed and much more.

 

Here's how to create To Dos:

  1. In the top menu bar, go to Company, then To Do List.
  2. Use your To Do drop-down button and click New To Do.
  3. From the Add To Do window, choose a Type, then Priority.
  4. If your task requires another individual, tick its With box, pick a type of individual from the first drop-down menu, then the specific individual from your second drop-down.
  5. Enter a due date in its Due field.
  6. To specify a time, check the box next to Time and set an appropriate time.
  7. If you need to list details on it, enter them in your Details section.
  8. Use the Status drop-down list to choose a status.
  9. Select OK.

 

You can also print a copy of your To Do List by using its Reports button.

 

In the event you ever need to remove a task from your To Do List, double-click its record on the list, then update its status to Done or Inactive.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

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