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rich-lysakowski-
Level 1

Create a To-Do List for my bookkeeping tasks.

I want to create a To-Do List in QBO with notes for doing my bookkeeping tasks.  Is there any FREE way to do this in QBO without paying QB or anyone else???  Regular QB has this function built-in, and it does not cost extra.  
1 Comment 1
ShiellaGraceA
QuickBooks Team

Create a To-Do List for my bookkeeping tasks.

Thanks for posting, @rich-lysakowski-.

 

I'll share some information about To-Do List. This feature isn't available in QuickBooks Online (QBO), you'll have to check for a third-party application that integrates with QBO.

 

You can also check out our website. Here's the link: QuickBooks Apps.

 

In case you want to set up reminders for your transactions, please refer to this guide. It has step-by-step process to guide you along: Schedule recurring transactions created with a template.

 

Please leave a comment below if you have follow-up questions or concerns about your bookkeeping tasks. I'll be around for you. Take care.

 

 

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