What QuickBooks’ Calendar Can Do for You<\/h3>\n
These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Or, maybe a smartphone app to track a “to-do” on the road with a paper calendar as backup.<\/p>\n
But where do you keep track of your everyday financial tasks? Including these in your scheduling calendars and\/or task lists will make for very crowded screens, not to mention how inconvenient it can be to keep switching between applications.<\/p>\n
Consider adding one more tracking tool: the QuickBooks calendar. This graphical screen isn’t designed for data entry (except for the to-do list); rather, it’s designed to give you a quick overview of your financial activity, both historically and in the future.<\/p>\n
![](\"https:\/\/www.cpasitesolutions.com\/content\/newsletter\/images\/022016\/Fig1.jpg\")
\n Figure 1: The QuickBooks calendar consists of two parts. The graphical calendar itself displays one of three types of entries: Entered, Due,<\/b> o To Do<\/b>. The number in parentheses refers to the number of each type that occurred or will occur that day. Details of each entry appear below; double-clicking on one opens the original form.
\n<\/i><\/p>\nCalendar Setup<\/h3>\n
Before you start using the QuickBooks calendar, you should designate your display and content options. Open the Edit<\/b> menu and select Preferences | Calendar<\/b>. Make sure that the My Preferences<\/b> tab is active.<\/p>\n
Click on the arrows to the right of every field to open the menu that displays your choices. The first of these are:<\/p>\n
- \n
- Calendar view<\/b>. Daily? Weekly? Monthly? Or do you want QuickBooks to remember the last view that was open?<\/li>\n
- Weekly view<\/b>. Should the calendar only display the primary workdays or all seven?<\/li>\n
- Show<\/b>. What items would you like to have displayed on the calendar? It defaults to All Transactions<\/b>, but you can filter it by transaction type.<\/li>\n<\/ul>\n
You can also specify whether you want past due and upcoming entries to be included, and for how many days.<\/p>\n
Tracking your “To-Do”<\/h3>\n
![](\"https:\/\/www.cpasitesolutions.com\/content\/newsletter\/images\/022016\/Fig2.jpg\")
\n Figure 2: You can create to-do items and have them appear on the QuickBooks calendar.
\n<\/i><\/p>\nThe QuickBooks calendar also offers tools for creating a to-do list of several types (call, fax, email, meeting, appointment, or task). These will appear on the calendar unless you filter them out.<\/p>\n
Tip: The link that opens the to-do window is somewhat hard to find, but is located in the lower right corner of the graphical calendar.<\/i><\/p>\n
Click on Add To Do<\/b> to get started. The window pictured above opens. Click the arrow to the right of the field under TYPE<\/b> and select the type of to-do that you want to define. You can also select a PRIORITY<\/b> level if you’d like.<\/p>\n
Below those two fields is a small box to the left of WITH<\/b>. If you want to connect that activity to a customer, vendor, or employee, click in the box and select the type. Then click the arrow next to the field below it and choose the correct individual or company.<\/p>\n
You aren’t required to create this link; you can simply designate your to-do type and enter a DATE, TIME<\/b>, and DETAILS<\/b>. The activity will still appear on your QuickBooks calendar. But if you do associate it with a specific entity, like a customer, it will appear in that customer’s record when you click on the To Do<\/b> tab.<\/p>\n
A Word About Reminders<\/h3>\n
![](\"https:\/\/www.cpasitesolutions.com\/content\/newsletter\/images\/022016\/Fig3.jpg\")
\n Figure 3: You can get advance notice of scheduled financial activities by setting up Reminders<\/b>. Go to Edit | Preferences | Reminders | Company Preferences<\/b>.
\n<\/i><\/p>\nThe QuickBooks calendar is not really a reminder tool. You’ll need to use QuickBooks’ Reminders<\/b> to get help with advance notice of due dates.<\/p>\n
But the calendar will<\/i> display the actual due dates for transactions. If you’ve entered a bill that’s due on February 28, for example, the word Due<\/b> will appear on that date in the graphical calendar; the number of transactions due will appear in parentheses after it. All entries for that day appear in a list below. To see the original form, you’d double-click on the one you want to see.<\/p>\n
Using Reminders<\/b> in conjunction with the QuickBooks calendar can help you stay current with sales and purchases – if<\/i> you have you due dates established in a way that will be good for your cash flow. Call the office if you need help scheduling incoming and outgoing payments in a way that will work to your advantage.<\/p>\n<\/div>","protected":false},"template":"","meta":{"content-type":"","site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"class_list":["post-1519","tips-efficiency-tips","type-tips-efficiency-tips","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/aabusinessfirm.com\/es\/wp-json\/wp\/v2\/tips-efficiency-tips\/1519","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aabusinessfirm.com\/es\/wp-json\/wp\/v2\/tips-efficiency-tips"}],"about":[{"href":"https:\/\/aabusinessfirm.com\/es\/wp-json\/wp\/v2\/types\/tips-efficiency-tips"}],"wp:attachment":[{"href":"https:\/\/aabusinessfirm.com\/es\/wp-json\/wp\/v2\/media?parent=1519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Weekly view<\/b>. Should the calendar only display the primary workdays or all seven?<\/li>\n