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Anonymous
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Customer Job To Do's Tab

Can you create a template or templates for the To Do's tab for a customer job in the customer center? We have a checklist for a post award job and want to include in the to do's list if possible.

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QuickBooks Team

Customer Job To Do's Tab

Thanks for reaching out to the Community, @Anonymous.


I’m here to share some information about creating a template for the To Do’s tab under your Customer Job in QuickBooks Desktop (QBDT). 


The option to create a template for your checklist in the To Do tab is currently not available in QBDT. I’d appreciate if you share your product suggestion to our Developers for consideration in future updates. Rest assured, I’ll do the same thing on my end. 
Let me show you how:
1.    Go to the Help menu and select Send Feedback Online.
2.    Select Product Suggestion.
3.    On the QuickBooks Feedback window, fill out onscreen instructions.
4.    Click Send Feedback

 

In the meantime, you can manually create your own To Do list. 
Here’s how:
1.    Go to the Customers menu at the top and select Customer Center.
2.    From the Customers & Jobs tab, choose a customer.
3.    On the Customer Information screen, click on To Do’s tab.
4.    Click Manage To Do’s and select Create New.
5.    Add a To Do checklist then hit OK once done. 


I’ve attached screenshots for visual reference.

 

 

 


This should get you pointed in the right direction. Keep me posted if you have any other questions about QuickBooks. I’ll be here anytime you need help. Looking forward to hearing from you soon. 

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Anonymous
Not applicable

Customer Job To Do's Tab

Thanks for the reply. I followed your suggestion and submitted feedback

 

Is there any way to copy and paste a complete to do's list from one customer job to a different customer job?

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QuickBooks Team

Customer Job To Do's Tab

Hello there, BestSparky.

 

Thanks for getting back to us. Allow me to provide some additional information about To Do’s tab in QuickBooks Desktop.

 

Currently, there's isn't an option to copy and paste a complete to do's list from one customer job to a different customer job. I can see how this feature would be helpful for your, I suggest to include this feature on your feedback for the future update. 

 

In the meantime, you can manually create Customer's Job To Do list one at a time by following the steps provided by my colleague KhimG

 

Don't hesitate to leave a comment below if you have any other concerns. Wishing you and your business continued success. 

 

 

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