NOW THAT’S THE WAY TO WORK.™
With built-in tools for workflow tracking, document sharing and team
assignments, you’ll see how simple it is to manage your work from the
same place you do work.
Share client documents and keep them organized in a password-protected environment.
View your firm’s capacity, upcoming deadlines and urgent tasks so everything is finished on time. Filter by clients, assigned team member or type of task for even more organization.
Just click or tap on a task or project to manage information, change due dates and update the current status.
Break large projects down into manageable individual tasks with due dates and assign team members. Delegate work with a quick click to instantly assign yourself or a team member.
For work that recurs regularly, like monthly bookkeeping tasks, setup repeating projects to automatically manage the work.
In the "Team" tab under Your Practice, assign employee access with three easy-to-manage levels, allowing specific employees to specific information and manage work for clients you’ve assigned
Now that's the way to get things done
Q: How can I filter my projects and Tasks?
A: Users can filter by client, user, and/or work item (e.g. Projects, Tasks, and Requests). At this time, there is not a way to see tasks or projects that are further than 30 days in the future. Longer term planning views will be added soon.
Q: Who has access to view or update a project?
A: The ability to view or update a specific task is controlled by the Client Access tab. Firm users who have access to the client for which the project has been created will be able to view and/or edit the tasks under that project. Client Access also controls who appears as selectable in the Assigned to drop-down menu within projects and tasks.
Q: Will Intuit automatically suggest actions to be taken within my clients’ books?
A: Yes! Tasks like payroll deadlines and reconciliation will automatically be shown as tasks to complete. This feature can be turned off via the “from QuickBooks” toggle switch.
Q: Will I be able to track tasks and projects for ALL of my clients or just those with QuickBooks Online subscriptions?
A: Practice Management can track projects and tasks for any client listed in your client list, even if they are not attached to a QuickBooks Online subscription. Currently, the feature does not support client requests, since this is linked through the client’s QBO account.
Q: How do I duplicate a task or make a task recurring?
A: In this current iteration of Practice Management, duplicate or recurring tasks must be created manually. We will expand on this feature in future updates.
Q: How can I reassign a project or task?
A: To reassign a project or task: 1) Click on the project or task. 2)Select a name from the Assigned to drop-down. That’s it!
Q: Are there limits on files I can exchange with my client through the collaboration feature?
The file size limitation 30MB (megabytes) per file, and there are no limitations on the number of files that can be uploaded.
Q: Can I turn off the My Accountant tab for my client if I prefer they email me?
A: The My Accountant tab is a portal by which your client has access to your requests and communications. When an accountant is not attached to a client’s subscription – for instance, if you work with them by using their login details - this portal offers them the opportunity to be matched with an accountant. For this reason, the My Accountant tab cannot be turned off or removed.
Q: Can I access Practice Management on a mobile device?
A: Practice Management is compatible with your mobile device as well as the QuickBooks Online App for desktop.