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LAGCPA
Level 1

Quickbooks Online Accountant Work - Tasks are missing in card view.

Just like it sounds. I have tasks for my employees to do that doesn't show up in the card view but only the list view. We love the card view and want the card view to work. Pdf has been redacted for identifying information.

We tried different browsers, private windows, cleaning the cache & cookies. We feel it's a bug because when tasks are sorted from "Everyone" to an individual employee's name, the tasks appear briefly and then flicker and disappear.

 

We do have this notification box, but I've combed through every project, and there is no project with an orphan task without a team member assigned to it. I am the master admin for my firm. 

 

"Missing projects or tasks for a certain client? It looks like your access was changed. So your firm doesn’t miss any deadlines, please work with a team member to make sure any work is reassigned." is in the notification box.

Thank you!

 

 

4 Comments 4
Jovychris_A
Moderator

Quickbooks Online Accountant Work - Tasks are missing in card view.

Thanks for posting to the Community, @LAGCPA.

 

I've appreciated the troubleshooting steps you've performed so far. You should be able to see the task on a card view because you have the admin rights.

 

Since you've already done the needed actions on how to isolate this prompt, I'd recommend reaching our Customer Support Team. From there, a specialist will pull up your account and investigate it further via share screen. They can also create an investigation case to work on this and email you once they fix it.

 

Here's how to contact them:

  1. Go to the Help menu on the upper right.
  2. Click Contact Us.
  3. Next, enter your query, then hit Continue.
  4. Choose to Send a message or Get a callback.

 

You can also check our care hours to call or chat with us in your free time.

 

Keep me notified if you need further assistance after reviewing it with them. I'll be around in the Community to help. Take care!

LAGCPA
Level 1

Quickbooks Online Accountant Work - Tasks are missing in card view.

I wish it could have been resolved via the support but that hasn't gone anywhere. My case number is [removed]. I've already reached out twice. The second time the agent didn't even know what I was talking about in regards to Tasks for an employee in QBOA Work was and kept sending me instructions on how to send out a client request in QBOA work. I sent all the related information and the agent said "For security reasons, I cannot talk about this case, since it was with another agent" which didn't make any sense at all. What would your suggestion be to reach directly to a US based QBO engineer? Thank you.

LAGCPA
Level 1

Quickbooks Online Accountant Work - Tasks are missing in card view.

I wish that was the solution but reaching out to customer support yielded no results. My case number is [removed]. I've reached out twice already. The second time the agent didn't know what was QBOA Work card view, the agent just gave me a link to intuit instructions on how to send a client request in QBOA Work, which isn't the issue here. When I provided the case number the agent responded with, "due to security concerns this case is with another agent" and didn't provide any further help. 

MaryAnn_E
QuickBooks Team

Quickbooks Online Accountant Work - Tasks are missing in card view.

Hi there, @LAGCPA.

 

I know how you want QuickBooks Online to work as it should be. There are times that you'll have to spend too much time with our support team. 

 

Since it is our goal to assist you, to resolve the issue is sometimes uncontrollable and may lead to spending hours of your time without having it solved. 

 

 I'd recommend reaching our customer support again using the Get a callback feature from the Help menu. This way, one of our representatives will confirm your call. They can securely access your account and fix your issues timely. You can review our support hours to ensure they can assist you on time.

 

Here's how: 

  1. Go to the Help menu.
  2. Choose Contact Us
  3. Enter your specific concern in the What can we help you with? box. 
  4. Click Let's talk
  5. Select Get a callback. 
  6. Enter your contact details. 
  7. Hit Confirm my call

 

Once resolved, I suggest visiting this website: QuickBooks Online (QBO) Resource Hub. It provides you articles about managing your QBO account, bank, customers, vendors, reports, and taxes.

 

If there's anything else that you need help with, just let me know by mentioning my name on your reply. I'd be glad to assist you!

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