
Add an internal task in QuickBooks Practice Manager
by Intuit• Updated 1 year 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:
- Go to Work.
- Select + Add task.
- Assign the task a name, and leave the client field empty.
- Select the due date.
- Select Save task.
To include subtasks:
- Select the task name.
- Assign the subtask a name.
- Select + Add subtask.
- To open the subtask editor, select the three-dot icon and then Advanced task editor.
- Follow these steps to add subtasks.
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.