The QuickBooks calendar also offers tools for creating to-do’s of several types (call, fax, email, meeting, appointment, or task). These will appear on the calendar unless you filter them out.
Tip: The link that opens the to-do window is rather hard to find. It’s in the lower right corner of the graphical calendar.
Click on Add To Do to get started. The window pictured above opens. Click the arrow to the right of the field under TYPE and select the type of to-do that you want to define. You can also select a PRIORITY level if you’d like.
Below those two fields is a small box to the left of WITH. 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.
You aren’t required to create this link; you can simply designate your to-do type and enter a DATE, TIME, and DETAILS. 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’s tab.
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