QuickBooks for Mac 2014 User’s Guide 261
Reminders preferences
Need to be reminded when to do something like pay bills, print invoices, act on overdue invoices? You can set up
reminders that appear on your Company Snapshot or when you click Company > Reminders. Reminder preferences
set up how much information to show for each reminder.
1 Choose QuickBooks > Preferences.
2 On the Preferences pane, select Reminders.
3 Set the preferences described below.
4 Close the Preferences window.
For each type of reminder, set the preference to show the information you want to see. You can view reminders on
the Reminders list or on the Company Snapshot.
• Show summary. Put in the Reminders list a one-line summary that shows the total amount of the transactions
affected.
• Show list. Put in the Reminders list a list of all the transactions affected with their individual amounts. For to do
notes, QuickBooks lists the text of each note.
• Don't remind me. Clear all information about a particular event or activity from the Reminders list.
• Remind me ___ days before... Specify how many days in advance that you want to be reminded of a particular
event or activity. You can enter a different number for each event or activity.
• Show Reminders List when QuickBooks starts. Display the Reminders list when you start QuickBooks. You can
also display the list by choosing QuickBooks > Preferences, and then choosing Reminders from the Show pop-up
menu.
Reporting preferences
These preferences control how QuickBooks calculates and displays your reports and graphs. The selections you
make affect the current company file only.
1 Choose QuickBooks > Preferences.
2 On the Preferences pane, select Reporting.
3 Set the preferences described below.
4 Close the Preferences window.
General
• Summary Reports Basis. Are you running an accrual or cash based business?
o Accrual. QuickBooks reports income as occurring on the date of sale, and expenses as occurring on the
billing date.
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