If you choose the Company >To Do List command in QuickBooks Desktop, a To Do list window appears.

• To add action items to the To Do list window, click the To Do button and describe the task by using the Add To Do dialog box that appears.
• You can provide a description of the task and also specify things like the task priority, its due date, and the customer connected to the task.
• To remove tasks from the To Do list window, double-click the task and then change the status to either Done or Inactive.
• To print a To Do list, click the To Do list window’s Reports button.

To have a summary of items to do on your screen, go to Company – Reminders.

Preferences for what and how it is shown can be selected by going to Edit – Preferences, and clicking on Reminders on the left of the screen.

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