cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Can a client view my tasks in their QBO ? For example, I have recurring tasks set up in the Work tab - can I share them with the client?

 
1 Comment
Highlighted
Moderator

Can a client view my tasks in their QBO ? For example, I have recurring tasks set up in the Work tab - can I share them with the client?

Hello Diana,

 

Your clients can view the recurring templates that are created within their company file. Otherwise, you're the only one who can see the recurring templates since they don't have access to your company file.

 

You can check out these articles to know more about recurring templates:

Meanwhile, sharing the recurring tasks to your clients won't be possible. I'd recommend creating these recurring tasks within your client's company file.

 

I can give you a hand if you need more assistance with this. 

Need to get in touch?

Contact us