Where are the Tasks and Reminders Widgets in the new view of Quickbooks Online?

Thank you for taking the time to share a screenshot, lfigarelli1.

In the new QuickBooks Online (QBO) interface, you can find Tasks and Reminders in the upper-right corner of your screen by clicking the clipboard icon. 

Additionally, if you’re looking for personalized guidance, our team of experts can help with linking accounts, automating tasks, and sharing best bookkeeping practices to optimize your workflow. Feel free to explore QuickBooks Live Expert Assisted for more details.

If you have any questions or need help navigating the new interface, feel free to reach out!

I was on the phone with Jose for 45 minutes trying to figure this out.  None of my tasks or reminders show up! But they are still there in the previous view as you can see in the picture I attached. How can this be fixed without me having to manually enter them?

I am also unable to add the task widget to my dashboard as it's not on the customizable list.  I sent a feedback form to the IT group requesting they add this.  I was told by the customer service rep that they do not respond to these requests, but fingers crossed they resolve this before the old version is shut off mid-October.  I won't hold my breath though.

I was able to add the Reminders to the Bookmarks menu. Open bookmarks and click on the pencil in the top right corner, select Reminder List and save.  That has helped tremendously.  I figured it out without any help from QB support...they were useless.

I don't see a reminder list an option in my bookmarks toolbar. Does it have another name?

I had called QBO support about the loss of the to do/reminder widget a month or two ago, when they switched me to the new interface. They recommended switching back to the old interface since it wasn't available in the new one. I told them it was one of the most useful widgets, but so much for listening to its customers. I went back to the old interface, but apparently they forced me into the new one as of 10/1. I don't see an option to go back.

As an aside, I don't like the new interface because it's way too busy and tries to force a lot of info and options at me that I frankly don't need, certainly not at the expense of a simple reminder widget. I have to say QBO's upgrades over the past couple of years has made the product less user friendly. I don't think pushing AI onto us is going to cure that issue either.

Agreed. I use the TO DO/Reminders facility a lot also. I have a lot of recurring transactions which I post via this facility each and every day. The problem is that if I go directly tyo the recurring transaction screen and "use" each one it doesnt reset the next date so after a few days I dont see what has been posted and what hasn't. If this isnt fixed before we all have to migrate to the new version I will have to find a different app and discontinue my long relationship with QuickBooks.

I appreciate you using the To-Do/Reminders facility. However, this feature is no longer available in the updated version of QuickBooks Online. 

On the Recurring transactions page, when you select Use for a specific transaction, QBO will automatically create the transaction with the current date. You can still update the date if needed before saving.

Once you've saved the transaction, you can find it in the Sales transactions tab, and then filter the date.

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