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Manage work in QBOA’s Work Tab | Get started tutorial

Collaborate with your team using the Work Tab

With QuickBooks Online Accountant (QBOA), everything you need to be more efficient and work with your clients and your staff is in one place. In QBOA, the Work tab is ideal for practice and project management.

man looking at the laptop smiling

What is the Work Tab?

The Work Tab in QBOA is used to create, manage, and track your client requests, projects, and tasks. It allows you to create client requests or projects and track your team’s work. Here’s how:

1: Client requests

If you need your client to complete a task such as answer a question, upload a document or do some work in their company, you can send a client request to them. Simply select Create client request 
in the Work Tab. The client request can be edited as well.

Client Request in Work in QuickBooks Online Accountant

2: Projects and Tasks

You can use projects to track the work your team needs to complete. Tasks, on the other hand, represent individual parts of the work that your team needs to do to complete the project. They don’t appear on your client’s company. Within the Work Tab, select Create Project and fill out the fields to create a project. And in the Task section, select Add a task, select the team member to assign to under the Assigned to dropdown.

You can also duplicate projects and the tasks within the project will be duplicated as well.

 creating a project QuickBooks Online Accountant

3: Tracking client requests and projects

Track your client requests and projects in the Work tab. You can switch the display between these view types by selecting the grid, list, or calendar icon below the Create project button.

  • Grid - shows the tasks to complete today, within the week, and within the month.
  • List - shows the completed items, items due more than 30 days.
  • Calendar - allows you to look at your records for the month.
calendar in the Work tab in QuickBooks Online Accountant

4: Filter the work dashboard

To sort and organise your work, you can use the dropdowns to filter them by:

  • Work assigned to your firm or a particular client
  • Work assigned to a particular team member
  • Type (project, task, or request)
  • Status (available only in list view)
  • Due Date (available only in list view)
filters in the Work dashboard QuickBooks Online Accountant

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