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IrizA
QuickBooks Team
QuickBooks Team
‎April 09, 2024 06:34 PM

Get Things Done

Let me share some updates regarding the Get Things Done tab in your QuickBooks Online (QBO) account, sriii. 

 

Currently, the Get Things Done is updated for all customers across all geos and SKUs (except Advanced). Instead of seeing the classic Workflow map, customers will now see several features on the Get Things Done or Home page consisting of the following widgets:

 

  • Quick Actions: a new pattern that allows customers to create invoices, estimates, customers, vendors, etc., directly from the Get Things Done page. 
  • To-do list: system-generated tasks that prompt customers to categorize their transactions, review their receipts, send reminders for overdue invoices, etc. 
  • Bank Accounts widget: customers will now be able to view their bank balances directly on the GTD page. 
  • Tips Cards: customers will see tip cards that prompt them to sign up for QB Payments or download the QBM app. 
  • Explore QuickBooks Products Section: customers will see a section that helps them discover all the additional ecosystem services that QuickBooks offers.  

 

If you'd like to see the Get Things Done in all of your company files, I recommend sending feedback. This way, our developer team may be able to consider your suggestion in future updates. We sincerely appreciate your understanding and thank you for your contribution to helping us enhance our services.

 

  1. Select the Gear icon, then choose Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next to submit.

 

You can track feature requests through the QuickBooks Online Feature Requests website.

 

Additionally, you can utilize this material to learn more about QuickBooks Online: Get started and adjust settings after you sign up for QuickBooks Online. 

 

If you'd like to modify your company settings, you can make use of this article since it contains some steps that can walk you through the process: Edit company settings in QuickBooks Online. 

 

If you need further assistance, just let me know by leaving a comment below. I'll be glad to help you out. Stay safe, and have a great day ahead. 

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CFOPres
Level 2
‎April 12, 2024 12:07 PM

Get Things Done

I have used QBO for years and when the Reminders option appeared on the "Get Things Done" Menu I happily used it.  The "Get Things Done" Menu disappeared last week.  I know I can go to Recurring Transactions but the problems with using those to actually MAKE the transactions was why I thought Reminders had appeared.  I know I can choose Reminders in the Recurring Transactions area but the functionality is not the same so far - When I address a reminder it just disappears - there are almost none left but some should have appeared again for a second cycle a week later.

 

Bottom line,  how are users addressing their reminders that they setup in Recurring Transactions?  Mine are for AP, Journal Entries and even just reminders to do something which I create with a zero journal entry in random unused accounts.

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AlverMarkT
QuickBooks Team
QuickBooks Team
‎April 12, 2024 03:13 PM

Get Things Done

I appreciate you joining the thread, @CFOPres. 

 

Users can still address the reminders created from recurring transactions from the Dashboard page. Let me share insights following the recent change in the new homepage experience.

 

We're currently rolling out a new homepage experience where the Get Things Done and Business overview are being combined and renamed to Home. This is to make the homepage more customizable for users so they can tweak it to suit their needs. However, I recognize that it's important to be notified of a task reminder before and after its completion. For this, you can consider contacting our Support Team to learn more about this new change. 

 

1. In your QBO account, go to Help (?).

2. Select either of these tabs:

  • Assistant tab and type Talk to a human.
  • Search tab and click on Contact us to connect with a support expert.

3. Choose how you want to reach us (phone or chat).

 

For Simple Start, Essentials, and Plus, support is available Monday to Friday from 6 AM PT to 6 PM PT and Saturday 6 AM to 3 PM PT. For Advanced, support is available any time and any day.

 

Should you need help with any other QuickBooks Online (QBO) concerns, let me add this resource: Self-help articles.

 

We'll be here in the Community if you have further concerns about the Get Things Done page in QBO. We'll do our best to assist.

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nfisteve
Level 2
‎June 27, 2024 05:25 PM

Get Things Done

I accidentally found a way to access the old flow chart view - you have to switch "Desktop View" off and then back on again and it will appear when the screen resets.  See attached photo for the location of the Desktop View switch.

 

This is definitely not a solution, but it's working for now.  It seems pretty clear to me that this is the most streamlined, easy way to see all of these tasks together on one page.  Everything else that QB has done is simply clunky and difficult to work with, they need to get their s**t together and listen to their customers.

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