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QuickBooks
Online Manual
To Do Notes
About
To Do Notes
"To
Do Notes" are used to remind yourself of tasks you want
to complete by a certain date. You can look at your
notes in the "To Do" list at any time, or you can use
the "Reminders" list to see the notes whose dates are
due.
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Creating
To Do Notes
| 1. |
Display the "To Do Notes" by choosing "Company"
and selecting "To Do List".
 For
QuickBooks 1999:
Display the "To Do Notes" and "To Do" List by
Choosing "Lists" Menu and then choose the appropriate
one.
|
| 2. |
From the "To Do" menu button at the bottom of
the window, choose "New". |
| 3. |
Enter the text of the note in the "Note" field
as you want it to appear on the "To Do" list. |
|
| • |
Tip:
If you have a lot of detail to put into
the note but you want the entry in the "To
Do" list to be short, enter a short title,
press the Enter key, and then enter the
rest of the note. Only the title will appear
on the "To Do" list. |
|
| 4. |
In the "Remind me on" field, enter the date you
want the note to appear on your "Reminders" list.
For example, if you enter May 15, the note will
not appear on the list until May 15. |
| 5. |
Click "OK" when you are done entering the note. |
|
| • |
Be
aware that if you create a "To Do" note
in multi-user mode while in QuickBooks Pro,
everyone using the company file can see
the note. |
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Marking
To Do Notes as "Done"
When
you finish the task for which you created a "To Do Note",
you can mark the note as "done." Notes marked as done
move to the bottom of your "To Do" list.
| 1. |
Display the "To Do" list by choosing "Company"
and selecting "To Do List".
For
QuickBooks 1999:
Display the "To Do Notes" and "To Do" List by
Choosing "Lists" Menu and then choose the appropriate
one.
|
| 2. |
From the "To Do" list, double-click the task you
want to mark as "Done". |
| 3. |
Check the "Done" checkbox in the bottom of the
window, and click "OK". This moves the note to
the bottom of the "To Do" list and removes the
note from the "Reminders" list. |
If you no longer need the note . . .
You can delete it by selecting the note in the "To Do"
list and choosing "Delete Note" from the main "Edit"
menu at the top of your QuickBooks screen.
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Editing
To Do Notes
You
can edit your "To Do" notes at any time. If you use
the note on a recurring basis, you can change the note's
reminder date. You can also revise the note's original
text, add new text, or mark the note as done.
| 1. |
Display the note: From your "Reminders" window
( in the "Company" menu), click "To Do Notes".
When the "To Do" list appears, double-click the
note you would like to edit. You can also choose
to edit the note from the "To Do" list by double-clicking
the note.
For
QuickBooks 1999:
Display the "To Do" List by choosing "Lists" Menu
and then Select "To Do Notes".
|
| 2. |
Enter the changes you would like to make to the
text of the note. |
| 3. |
If you want the note to appear again on your "Reminders"
list, change the reminder date in the "Remind
Me On" field. |
|
| • |
You
can reuse your notes to remind yourself
about recurring tasks, such as paying monthly
bills or preparing quarterly tax forms. |
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| 4. |
(Optional) If the note was for a one-time
task that you have completed, select the "Done"
checkbox. This moves the note to the bottom of
the "To Do" list and removes the note from the
"Reminders" list. |
| 5. |
Click "OK" when you are done entering the note. |
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Printing
To Do Notes
| 1. |
Display the "To Do" list by choosing "Company"
and selecting "To Do List".
For
QuickBooks 1999:
Display
the "To Do" List by choosing "Lists" Menu and
then Select "To Do Notes".
|
| 2. |
From the "To Do" menu button at the bottom of
the window, choose "Print List". |
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| • |
You
might get a message suggesting you create
a report instead. For now, click "OK". If
you later decide you want greater control
over the appearance of the printed "To Do
list, create a report. |
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| 4. |
Select a Printer to print to, or one of three
file formats to save the list in. |
| 5. |
Click "Print" to start printing the list (or to
specify a filename for the disk file). |
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Marking
the Note Inactive
You
can mark a note "Inactive" instead of done, this will
make the note disappear from your "To Do List" but will
not delete it from QuickBooks. This way you can keep
track of your past "To Do Lists" but you do not have
to have them cluttered by "Done" notes.
| 1. |
Display the "To Do" list by choosing "Company"
and selecting "To Do List".
For
QuickBooks 1999:
Display
the "To Do" List by choosing "Lists" Menu and
then Select "To Do Notes".
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| 2. |
Highlight the "To Do Note" you want to mark "Inactive".
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| 3. |
From the "To Do" menu button and the bottom of
the window, choose "Make Inactive". |
| 4. |
You will see the note is removed from your "To
Do" list. You can make the note reappear by selecting
"Show All To Do Notes" from the "To Do" menu button. |
| 5. |
Your inactive notes will appear with an X
icon to the left of them. Highlight the note you
wish to make active again. |
| 6. |
Click "Make Active" from the "To Do" menu button
and your note will now be placed among the rest
of your active notes OR simply click on the X
icon to make the note active again. |
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