Periodic Tasks company tool qbw:dtPeriodicTasks Periodic Tasks
 

What should I be doing weekly?


Backing up your QuickBooks data
Making a backup copy of your QuickBooks company is highly recommended.

Creating paychecks
Creating your weekly paychecks.

Paying bills due the following week
Use the Reminder feature to stay on top of upcoming bills due the following week.

Printing tasks
Printing any unprinted invoices, sales receipts, credit memos, statements, and mail.

Creating a cash flow forecast report
Use this report to review your anticipated cash flow for the next few weeks.


  You can use the To Do notes and Reminders to keep tasks
  on track.


From the Company menu, choose To Do List:

This Decision Tool focuses on Periodic Tasks.