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Add an internal task in QuickBooks Practice Manager

by Intuit Updated 10 months ago

An internal task is basically a task that’s related to your company or team members, and doesn’t have anything to do with a client. This can be something like setting up a staff meeting, internal audits, making a call by close of business and so on. 

To create an internal task with no subtasks: 

  1. Go to Work
  2. Select + Add task
  3. Assign the task a name, and leave the client field empty. 
  4. Select the due date.
  5. Select Save task.

To include subtasks:

  1. Select the task name. 
  2. Assign the subtask a name. 
  3. Select + Add subtask
  4. To open the subtask editor, select the three-dot icon and then Advanced task editor.
  5. Follow these steps to add subtasks.

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