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Hi - does anyone know how to trigger an export for a new client without having to wait for an overnight update?

Hi Chris1929, thanks for posting on the Community. There's no way to override the automatic updates in QuickBooks Online. If you need any additional support using the Practice Manager, you can view our overview or take a look at our beginners guide.

Thanks - that saves me searching for a way - my ability to update the limited company details has disappeared!

The additional fields no longer appear when I update as limited company - so I cannot update the company house number!

I used to be able to update on the client screen - the type of business - but that is not available either!

Thanks Chris1929, you should be able to edit all fields, including those relating to Companies House, from the Client tab in QuickBooks Practice Manager. If a field was blank during the client set up, toggle Show empty fields to view & edit. If you're still unable to complete this from here, please begin a chat so that we can view this with you. 

Thanks - I remembered that the symbol above was for edit client ! - so once I clicked on the symbol I could add the company number and refresh the link to pull through from companies house - thanks for your help

Is there a setting that will show me the tasks to be triggered tomorrow?

Great - you can view upcoming tasks by going to the Work tab > To-do > Set the Due by drop-down to Tomorrow (or by going to Team > Work report > Filter > Due by date). There's currently no way to filter this view to show tasks with automated settings applied (for example, between those which are set to send an automated email and those which are set to manual email). You can, however, edit the task to view this detail. 

How do I get to see due by date in the filter? I have client name, task template, label and overdue?

On the to-do page (Take me there) the Due by shows beside the + Add task button (it isn't an option in the filter). From the Team > Work report view, click the filter and Due by date will show on the drop-down beneath Task fields. Hope this helps!