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Add or edit task labels in QuickBooks Practice Manager

by Intuit Updated 10 months ago

Using tasks labels in Practice Manager is a great way to quickly and easily indicate the status, urgency or type of client associated with any task. This makes it easy to identify the priority of certain tasks when viewing your task list.

Labels are also useful for grouping related tasks together–for example, if you want to group all urgent tasks under one label, you can create an ‘Urgent’ label and apply it to those tasks. Similarly, you could create labels for different types of clients (such as ‘Business’ or ‘Private’) and apply them accordingly. 

Note: 'Overdue' labels are automatically applied when a task goes passed its due date and which is not marked at complete so you don’t need to create a label for this.

  1. Go to Settings
  2. Select the Task labels tab. You’ll see a list of default labels. 
  3. Select + Add label. Labels are shown in the order that they’re created. When you create a new label it will appear at the bottom of the list. 
  4. Give the label a name and choose a colour for it. 
  5. Select Save all changes

You can change the order of the label list by selecting the three-line icon next to the label and dragging it into place.

To delete a label, select the bin icon and remember to save all changes when you're done.

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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