I have Quickbooks Premier 2005. Is there a way to set your own reminders (tasks) for jobs. An example would be a reminder to go measure a roof for a construction job for customer ABC.
Thanks
- posted
16 years ago
Quickbooks Tasks
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- posted
16 years ago
Not sure about 2005, but in 2007 you can create a note per customer, which will show up in your reminders list on the date of your preference. not exactly the best reminder, ACT or Outlook is much better
Gary
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- posted
16 years ago
In the Company Menu, Select To Do List. Put in a reminder date and off you go. As many reminders as you like but not connected to a particular customer in the data base.
However, through the customer card you can create a note as another poster has observed. It can be created as a new To Do at that time.
It is not a very powerful tool compared with a contact manager, but it can be put to great use.
Bob Williams