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KimmieJ0
June 27, 2024
Question

Vendor To Do's

  • June 27, 2024
  • 1 reply
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Could someone provide an overview of how the Vendor Information - To Do's tab works? Does it pop up with reminders on the appropriate date?  I am looking to add notes that indicate with a sub contractors COI is going to expire - pop up with a reminder so that i know when to get those next documents etc.

1 reply

J
JamesM4
June 27, 2024

Hello KimmieJ0,

 

Welcome to the Community. QuickBooks Desktop is a powerful program that's designed to help you streamline your accounting. I'll be happy to share more info and steer you on the right path. 

 

The program allows you to utilize the To do list where you can set up reminders for your vendors. To do this, click on Company > To do List > click on To Do at the lower left of the window > from here you'll be able to add a reminder that'll pop up on-screen when it's due. I encourage you to try this out and let me know how you make out. 

 

I'll be one message away in case you need anything else. 

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