The Calendar shows your books a month at a time. Each day says how many transactions were entered with that date, how many invoices are due to be collected, how many bills are due to be paid, which memorized transactions are scheduled and which to dos are due. Click a day to list everything on it, and click an entry to open it.
Use it to plan the week — which bills fall due on Friday, which customers should pay on Monday — or to look back and find what was entered on a particular day.
Opening the Calendar
- Company ▸ Calendar
- On the Home Page, Calendar in the Company panel
It opens over the Home Page; Esc takes you back.
The screen
The header
| Control | What it does |
|---|---|
| ‹ and › | Go back or forward one month. The chosen day moves to the first of that month. |
| Month and year | The month shown, for example September 2026. |
| Today | Return to the current month with today selected. |
| Entered, Invoices due, Bills due, Memorized, To Do | Filters. Click a chip to hide or show that kind of entry, in the grid and in the day panel. All five are on when the Calendar opens. |
The month grid
Weeks run Sun to Sat, as QuickBooks lays them out.
- Today's square has a darker border.
- The day you have chosen is shaded.
- Each square lists counts in colour for what falls on that day, for example 3 entered (blue), 2 invoices due (green), 1 bills due (red), 1 memorized (amber), 1 to do (grey).
Click a square to choose that day.
The day panel
The panel on the right is headed with the full date of the chosen day, for example Friday, 25 September 2026, and lists every entry on it:
| Part of the line | Meaning |
|---|---|
| Icon | The kind of entry. Invoices, bills and to dos that are overdue have a red icon. |
| Label | What it is (see below). |
| Amount | The transaction total, or the balance still owed for an invoice or bill due. |
Nothing on this day. appears when the day is empty.
Click a line to open it:
- a transaction or an invoice or bill opens that document;
- a memorized transaction opens the Memorized Transactions list;
- a to do opens the To Do List.
What the Calendar shows
| Kind | What appears | Which day |
|---|---|---|
| Entered | Invoices, credit memos, bills, vendor credits, cheques and expenses — labelled with the type, number and name, for example Invoice 1042 · Northside Café. Estimates and drafts are left out. | The transaction's date. |
| Invoices due | Each invoice with a balance still owed: Invoice 1042 · Northside Café. | The date it falls due. |
| Bills due | Each bill with a balance still owed: Bill 7781 · Harbour Supply. | The date it falls due. |
| Memorized | Each active memorized transaction scheduled in the month: Memorized: Monthly rent. | Its next date. |
| To Do | Each active (not done) to do due in the month: To Do: Call about invoice 1042. A to do whose due date has passed has a red icon. | Its due date. |
Overdue invoices and bills appear on today, not on their past due date, with the original due date in brackets — Invoice 1038 · Pine & Co (due 2026-09-10) — and a red icon. That way today's square always shows everything that should already have been collected or paid.
The due date is worked out from the document's terms; a document with no due date uses its own date.
Step by step: plan this week's payments
- Open Company ▸ Calendar.
- Turn off Entered and Invoices due, so only Bills due (and Memorized) remain.
- Click today, then each day to the end of the week, and note the bills and amounts.
- Click a bill to open it, or go to Pay Bills to pay several at once.
Permissions
The Calendar needs the Report Centre or Profit & Loss view permission. Without either, it shows You do not have permission to view this. Ask an administrator to grant it under Users & Roles. Opening a document from the Calendar asks for that document's own permission.
Tips
- Keep Entered on when you are looking for something typed in on a given day; turn it off when you only want what is due.
- For a list of every open invoice with its due date, use the Income Tracker; for bills, the Bill Tracker.
- To add, edit or tick off to dos, use the To Do List; the Calendar only shows the active ones on their due dates.
Common problems
An invoice I know is late is not on its due date. Overdue items move to today. Click today's square.
A paid bill still shows as due. The Calendar shows the balance still owed as of the last day of the month shown. If the payment is dated after that day, the bill is still open in that month. Check the bill's payments in the bill itself.
The month is empty but I have transactions. Check the filter chips — a chip that is turned off hides that kind of entry everywhere.