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Add a client task in QuickBooks Practice Manager

by Intuit Updated 10 months ago

Client tasks let you contact a client quickly to resolve an issue related to a task. For example, you may need to ask for more or missing information from your client. 

This page will explain how to add new client tasks and schedule email reminders. Plus, how to share the client task portal and chat with the client in real time and more.

You'll need to have linked your email to Practice Manager in order to carry out the following steps.

  1. Go to Work
  2. Select the task name. 
  3. Select the Client tasks tab. 
  4. In the Task list field, select Edit task list
  5. List all the tasks the client needs to do.
  6. Select Save.
  7. Select Send go Client. A preview of the client email appears.
  8. If you need to, change the default text of an email before you send it. The client will see a unique URL in the email that they can use to see the list of instructions for the task.
    Tip: If you accidentally delete this URL, don't worry, you can replace it by selecting the Insert task list link.
  9. You can select the paperclip icon to attach a file. 
  10. Once you’re ready, select Send.
    Note: See all your sent client tasks in the Emails tab, under Sent. As well as in your overall list of sent emails.

You'll then need to share a passphrase with your client, which they'll use to access the link.

  1. Select the three-dot icon
  2. Select Sharing details
  3. Copy and paste the passphrase and share this with your client. 

After sending the client task, use the Conversation window to talk to the client in real time. The client must click the link in the email to chat.

When the client marks the task as done, you will get a confirmation email. The client task's status will be shown at the top of the task. You can resend or edit the task.

You can set an auto-reminder to your client, letting them know when they need to update or complete their task list. To do this: 

  1. In the email preview, select Set auto-reminder
  2. Set how many days you'd like to send the reminder until the task is completed.
    Note: Auto-reminders will send a maximum of four times. 
  3. Select Update auto-reminder.

To cancel a task reminder:

  1. Go to Work, and select the task name from the list, then Client task tab.
  2. Select the three-dot icon
  3. Select Configure auto-reminders
  4. Select Cancel auto-reminder.
  1. Go to Work, and select the task name from the list, then Client task tab. Or select the Client task tab if you're on the client's page. 
  2. Select the three-dot icon
  3. Select Configure auto-reminders
  4. Set how often you want to remind your clients.
  5. Select Update auto-reminder.

You can use the Conversation window to talk with your client in real time while they're working on the task list.

Note: The client must use the link in the email to chat. You can also use a special link and passphrase.

  1. Go to Work, and select the task name from the list, then Client task tab. Or select the Client task tab if you're on the client's page. 
  2. After you write your message, select the paper plane icon to send it.

You can quickly and easily share the Client Task portal with the client by giving them a special link and passphrase. This will allow them to access all of the information they need to get the job done right.

  1. Go to Work, and select the task name from the list, then Client task tab. Or select the Client task tab if you're on the client's page. 
  2. Select the three-dot icon
  3. Select Sharing details
  4. Copy and paste the passphrase and shareable link and give this to your client. 

What your clients will see:

  1. Go to Work, and select the task name from the list, then Client task tab. Or select the Client task tab if you're on the client's page. 
  2. Select the three-dot icon
  3. Select Delete client task.

Tip: Save the QuickBooks Practice Manager resource page to your bookmarks for easy access to helpful articles and step-by-step instructions.

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