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Manage and track your work with projects and tasks in QuickBooks Online Accountant

by Intuit•187• Updated 6 days ago

Learn how to create, manage, and track your projects and tasks using the Work tab in QuickBooks Online Accountant.

Practice management is a feature that allows you to create projects to organize and track your team's work. Here's how.

Reminder:

Any member of your team can access the Work tab.
Your team can see the items for clients that they were granted access to in the Team tab.
As long as a user has access to a client, they can edit any work items for that client.

Step 1: Create a project

You can use projects to track the work your team needs to complete. Tasks, on the other hand, represent individual parts of that work that your team needs to do to complete the project. These won’t show on your clients’ company.

Go to Work, then select Create project. The Create project panel appears.
Fill out the fields.
(optional) If you want your project to repeat at specific intervals, turn on the Repeat switch, then set the interval, day of the recurrence, and end time.
Select Save.

Add a task

You can add tasks to break down the work in the project, then assign specific tasks to a team member.

In the Task section, select Add a task.
Enter the task name, then select the due date.
In the Assigned to ▼ dropdown, select the team member who you’ll assign the task to.
Note: If you’ll assign a task to a new team member, they need to sign in to the account first for their name to appear in the dropdown.
Select Add details to add specific details.
Select Save.

Step 2: Manage projects

Edit a project

If you need to make changes in a project, you can edit it in the Work tab.

Go to Work, then select a project. The Edit project panel appears.
Make the desired changes and select Save.

Duplicate a project

Duplicate a project to duplicate the tasks within that project. You can remove or edit them to quickly create new work items.

Go to Work, then select a project. The Edit project panel appears.
Select Duplicate.
Edit the fields of the new project.
Select Save.

Delete a project

If a project is no longer needed, you can delete it from your workboard.

Go to Work, then select a project. The edit project panel opens.
Select the delete icon, then select Delete to confirm.

Delete a task on a project

On the project request panel, select the task you want to delete.
Select Remove.
Select Remove task to confirm.
Select Save.

Download shared documents

If your client attached a file when they sent back the request, you can download it under Shared documents.

Go to Clients.
Select the name of the client.
Select the Shared documents tab.
Locate the document in the Documents list.
From the Actions column, select the vertical ellipsis ⋮ , then Download to download the document on your computer.

Step 3: Track projects

Track your projects in the Work tab. In here, you can switch the display between these view types:

Grid - Shows the tasks to complete today, within the week, and within the month.
List - Shows the completed items, items due more than 30 days, and overdue items more than 90 days old.
Calendar - Allows you to look at your records for the month.

To change the display view, select the grid, list, or calendar icon below the Create project button.

Filter the work dashboard

To sort and organize your work, you can use the dropdowns to filter them by:

Work assigned to your firm or a particular client
Work assigned to a particular team member
Type (project or task)
Status (available only in list view)
Due Date (available only in list view)

Use the From QuickBooks switch

The From QuickBooks switch only appears in the grid view. When enabled, it shows tasks you may need to complete based on the info in your client's QuickBooks company. It shows you a tile when your clients have any of the following:

Upcoming payroll that needs to be run
Bank transactions that need to be categorized

These tiles disappear when completed.

QuickBooks Online Accountant

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