Get Things Done

QBO help desk couldn't figure it out.

I appreciate you for sharing your concern with us here in the QuickBooks Community, @amb8145.

Let me provide information about the Get Things Done tab in your QuickBooks Online (QBO) account.

We've made some changes to the Get Things Done (GTD) page and it's now updated for all customers across all geos and all SKUs (except Advanced). Instead of seeing the classic "Workflow map", you will now see a number of new widgets on the GTD page, including:

• Quick Actions: a new pattern that allows customers to create invoices, estimates, customers, etc directly from the GTD 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 tips 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.

For future reference, In case you need further guidelines for effectively managing your business using QBO, you can read this article: Help guide for QuickBooks Online.

Feel free to reach out again, if you have further concerns about the Get Things Done or other QBO-related concerns. I'll be happy to assist you.

The "Get Things Done" link isn't even there.  There's only "Home" "Cash Flow" and "Planner."

Thanks for following up with the Community, amb8145.

If you're a new user, your dashboard won't have any data to display, meaning some tabs like Get things done may not show up. After you've entered transactions though, the dashboard will be updated, displaying a real-time overview of your company finances.

In the event you've already entered transaction data in your books, but the dashboard screen still isn't updating to show each of its four tabs, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if the dashboard displays correctly.

Here's how to access incognito mode in some of the most commonly used web browsers:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Option + P

If pages are loading correctly while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event screens continue not loading properly while browsing in incognito mode, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

• Google Chrome - version 78 or newer
• Mozilla Firefox - version 76 or newer
• Microsoft Edge - version 75 or newer
• Opera - version 68 or newer
• Samsung - version 10 or newer
• Safari - version 12 or newer

QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

Here's our recommended operating systems and internet speeds:
 

• Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
• Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
• Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
• Internet connection - 1.5 Mbps to 3 Mbps or higher.

If you meet our system requirements, but are still encountering pages that aren't loading properly, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
   
    
4. Select Start messaging or Get a call.
   
   

Be sure to review their support hours so you'll know when agents are available.

I've also included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements

If there's any additional questions, I'm just a post away. Have a great Monday!

Thank you for the information, but was still unsuccessful. I have transactions, used Chrome, Edge, and Firefox. 

cleared Cache on all of them. 

2 companies have the “Get Things Done” and 1 does not. 

I’ve been on the phone with help desk for over 1hr and 30min trying different things. I also spent 20min with a previous person with no success. 

they are trying. Wish they didn’t make me move to QBO which costs more than Desktop.

Hello there, amb8145.

Thank you for following up with us so we can make things right.

We recognize your time and effort in resolving your concern with the "Get Things Done" page. Rest assured, we've escalated your case to our Next Level Help team. They'll review your comments and recent related cases. They'll also contact you within 1-2 business days if there are any additional questions.

The Community is always here to help you. Please don't hesitate to leave a reply if anything else comes up.

I am having the same problem and the QBO support on the phone yesterday told me it was a known bug but I just got an email about my case # and nothing has changed on the dashboard. I've done incognito, different browsers, log in/out of my account etc.

Have you found any resolutions to this?

At least my recurring transactions box is back, that was missing after this change yesterday.

Welcome to the forum, and thanks for joining the thread, Jeff. I'll share information relating to the issue you are having about the accounts not having the Get Things Done tab.

We currently have an open investigation (INV-96354) into this concern. For now, it is best to contact our QuickBooks Online Support Team so they can include you in the list of affected users. This way, they will be able to notify you as soon as any solution is available.

To speak with one of our experts from QuickBooks Online Support. Please follow the steps below to contact support:

1. Sign into your QuickBooks Online company. Select Help (?).

2. Choose either tab: Assistant or Talk to a Human.

3. Search or click Contact Us.

4. Start a chat with a support expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

I'm including these articles you may find helpful in the future while working on a task in QuickBooks Online:

• Switch between Accountant and Business view in QuickBooks Online. 
• Enter and manage expenses in QuickBooks Online.

Your patience on the matter is well appreciated. Our engineers are working hard to find the best solution for the missing tab. If you have further questions about the features available in QBO, drop a comment below, and I will answer them in any possible way. That's it for now. Stay safe!

It disappeared today for me too. I think Intuit has removed the "Get Things Done" feature entirely.  Maybe by accident and it will come back, I hope!  I used it extensively.

However you can get the same info by looking at the Recurring Transactions list and sorting it by the "Next Date" column, with the soonest date on top.  It's a much more cluttered view, but at least all the info is there.

Hope this helps.  

QuickBooks totally messed up when then removed the Get Things Done screen.  I have wasted half of my day trying to figure out where things are.  What a disappointment!  Either bring back the default Get Things Done screen, or make it an option from the Menu or Settings.

Got an email from Intuit today (12/14/23) saying they reviewed my case for the missing "Get Things Done" feature and "QuickBooks Online is working as designed".  In other words, they removed it on purpose and they aren't putting it back.

Major disappointment as I relied on that feature heavily to stay on top of scheduled transactions, especially when they deviated from our standard procedures at the customers' request.

Another #intuitfail #sameasiteverwas

I spent an hour with them on chat.  It's a known issue and they're working on it

I spent an hour on chat with them about this today.  Apparently it's a known issue and they're working on it.

I got the same response. They seem to have purposefully removed a very useful easy to understand feature.

"We’re reaching out to you about a recent issue you had with Get things done tab missing from the Dashboard.

We reviewed your case (***********), and found that QuickBooks Online is working as designed. We appreciate you reaching out to us with your concerns, and would like to hear more. Submit your feedback in QuickBooks Online by selecting the Gear icon, then selecting Feedback."

I'm having the exact same problem. Starting about two weeks ago, the Get Things Done tab was available on only three out of my four company accounts (all four have a QBO Plus subscription). The QB rep that I talked to said it was a known issue (INV-96354) and that QB is working on it. I received an email from QBOCare right after the phone call, and I have not heard back since then. Today, the Get Things Done tab is only available on one out of the four company accounts. I hope they can resolve this quickly.

I'm having the exact same problem. Starting about two weeks ago, the Get Things Done tab was available on only three out of my four company accounts (all four have a QBO Plus subscription and the subscriptions all started over a year ago). The QB rep that I talked to said it was a known issue (INV-96354) and that QB is working on it. I received an email from QBOCare right after the phone call, and I have not heard back since then. Today, the Get Things Done tab is only available on one out of the four company accounts. I hope they can resolve this quickly.

Thanks for joining the thread, @lacycpa. Let me share information about the Get Things Done tab in your QBO account.

As part of our global design commitment for FY24, we are preparing to roll out our homepage experiment for FY24Q1 to all regions worldwide. This will involve renaming the Get Things Done section to Home in both the left-hand menu and the tabs on the homepage.

That said, we combined your Get Things Done and business overview pages into one fully customizable homepage. This way, you can get an overview of your business and get everything you need to get done on one page.

Also, I have reviewed the investigation number you provided, and it appears that it has already been closed as it was functioning as intended with the Get Things Done tab missing from the dashboard.

However, if you want this section in your dashboard, I'd recommend sending feedback to our product development team. We take customer suggestions as opportunities to improve the various features of our products. When you're ready, here's how to do it:

1. Log in to your QBO account.
2. Go to the Gear icon at the top, then select Feedback.
3. Enter your comments or product suggestions.
4. Click Next to complete the process.

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

Additionally, I'll share these links that will guide you about the two ways to display your account and view the status of sales transactions in QBO:

• Switch between Business and Accountant view in QuickBooks Online
• View sales transactions in QuickBooks Online

I'll be around if you need more help managing your dashboard in QBO or anything else, and I'll get back to you as soon as I can. Have a good day.

@JoesemM  You are not correct.  "Get Things Done" does NOT appear on my menu, my Home page, or anywhere else in QBO.  I have investigated the 'Customize Layout' options - not there.  This loss is crippling and needs to be fixed ASAP.  Here is a screenshot from my account:

Do NOT "experiment" with live accounts without a way for the user to roll back the changes.  

I see all your efforts to see the "Get Things Done," I understand this is very important to you @Business Quarterback.

As mentioned by my colleague, we are preparing to roll out our homepage experiment for FY24Q1 to all regions worldwide. This involves changing the name of the 'Get Things Done' section to 'Home' in both the left-hand menu and the tabs on the homepage.

Furthermore, we have combined your Get Things Done and Business overview pages into one customizable homepage. You can now manage everything on one page. Please be aware that both serve the same purposes, so there's no need to worry.

See attached screenshot for reference.

If you'd like to see the "Get Things Done" back in your dashboard, I recommend sending feedback to our product development team. They'll review your suggestions or opinions and may consider adding them in future updates. We deeply value your thoughts and experience. 
 

To submit your suggestion:
 

1. Select the Gear icon, then choose Feedback.
2. Type in your suggestions, experience and opinions.
3. Select Next to submit.

Moreover, I'll be adding an article to help you manage your dashboard displays: Adjust QuickBooks homepage.

You can return here for further clarification and information regarding your home page displays. I'd be here to assist you always. 

You are missing the point, the importance of the "Get things Done" tab was the flow chart of actions. This needs to be returned as NOTHING else is duplicating it. You didn't "COMBINE" anything or change names, you REMOVED a feature and added in other features. What we want is to Rollback the changes or add back this feature because it massively affects our established workflow.

Oh and by the way, when i'm using the customer service chat DO NOT ADVERTISE PAYROLL, when a customer is having a problem that YOU caused is NOT the time to try to get more money out of them.

I have the same issue as everyone here.  Get Things Done appears on some clients accounts and not others.  The closest I can get to it it to go 1.  Settings.  2.  Recurring Transactions.  3.  Click on "Reminder List" in the upper right corner.  This at least brings up the outstanding recurring transactions in the format it used to appear in "Get Things done".

Same here. They just dont have a clue. it seems the product is not matured enough. They are trying to push it like crazy. I moved two companies to online because my desktop license is ending May 2024.

QB Online is not what I expected. After 15 years using desktop premier, QB Online is going back in time. The advertising is annoying, pushing products right and left, but you can fix a simple tab?

Why would you remove a feature that is widely used by many users? I wish you could just simply stop playing around with things and let people do their business. 

I just migrated about 6 companies from desktop to QuickBooks online. A couple of the companies have "getting things done"  available under the "Dashboards" menu but most of them don't. I would love having this available for all the companies. Sounds like this may not be possible. Any updates? Thanks!