Let’s look more closely at one set of Preferences: Reminders. It’s very important that you visit these screens when you begin using QuickBooks. Depending on how big your company is and how complex your accounting processes are, there may be things you need to do every day, like pay bills and follow up on overdue invoices. It would be nearly impossible for you to do everything on time if you did not ask QuickBooks to keep track of critical dates and remind you of them.
Click Reminders in the left vertical tab. You will see one option under My Preferences. Do you want QuickBooks to show Reminders List when opening a Company file? If so–and this is a good idea–click the box in front of that line if there is not a check mark there already, and then click Company Preferences.
Here is where you will tell QuickBooks whether you want to see summaries or lists for each reminder, or neither. You can also specify how much advance notice you want for specific tasks by entering a number of days. QuickBooks comes with default settings, but you can easily change these.