QuickBooks HelpQuickBooksHelpIntuit

Reassign a task in QuickBooks Practice Manager

by Intuit Updated 1 year ago

We'll show you how to reassign one of your tasks to another team member in QuickBooks Practice Manager.

  1. Go to Work, and select the To do tab. 
  2. Next to the task, select the three-dot icon. 
  3. Select Edit task
  4. In the edit window, choose a new assignee from the dropdown list. 
  5. Select Save task and close
  6. The task will be reassigned, and the new assignee will get a notification.

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

We're here to help
If you have a question about Practice Manager or need help with it, let us know. Sign in to QuickBooks and start a discussion with a qualified QuickBooks Online expert in the community.

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.