How to Email yourself the QuickBooks To Do Notes every week

Don't miss your important accounting deadlines when you're away from the office and can't log in to QuickBooks!

The QuickBooks To Do Notes report shows regular and one-off tasks to be performed, to help you keep on top of your business:

To automatically email the QuickBooks To Do Notes Report using ActiveBooks:

  1. Download, install and configure ActiveBooks, if necessary.

  2. Start ActiveBooks.

  3. Select Notification > Add to open the Add Notification window:

    Add QuickBooks Notification

  4. On the General tab:

    • If you have multiple QuickBooks company files set up, choose the one you wish to report on in the Using field.

    • In the Send the field, select the To-do List entry.

    • In the To field, enter your email address. Note that you can send the report to as many people as you like - just separate each email address with a comma (,).

    • And finally, in the Every field, choose the day of the week that works best for you and specify a suitable time in the adjacent field. Monday morning at 6 works best for us (we're morning people!).

      Note that ActiveBooks also supports monthly and weekly schedules, if those are a better fit for your situation.

    ActiveBooks To Do Notes Report: General Tab

  5. We are now done configuring ActiveBooks so click the Save >> button to record your settings. In a second or two, an entry for To-do List will show up in the ActiveBooks window. It is patiently waiting until next Monday at 6, when it will spring into action and send you the report.

    ActiveBooks To Do Notes Report: Created

  6. That's it! Your To Do Notes Report will be automatically delivered to your inbox every Monday at 6 in the morning. Feel free to preview the report (by selecting Notification > Preview...), or edit it to change the time, add email addresses, restrict by class, and much more.

    ActiveBooks To Do Notes Report: Preview

To Do Notes Report not emailed as expected?