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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
mcooper764
Level 1

Where are the tasks or to do items?

 
1 Comment 1
Nick_M
QuickBooks Team

Where are the tasks or to do items?

Hello, mcooper764.

 

Thanks for dropping by the Community. You can find the To-Do or Task lists on the Dashboard if you have reminders, recurring transactions, or pending tasks.

 

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Also, if you have a payroll subscription, you can always use the To-do list to handle your to-do tasks efficiently. This way, you'll be on top of your payrolls like being able to pay taxes or file forms on time. Please consider reading through this article for more information about to-do lists for QBO Payroll. It contains steps on how to add or remove reminders: QBO Payroll to-do lists.

 

Once done with your tasks, you'll want to run reports to get a financial snapshot of your business. With this, feel free to personalize your reports with formats and details tailored to your business needs. This is made possible through this awesome article. It contains steps on how to filter information for your reports so you can get the info you need: Customize reports in QBO.

 

If you need any further assistance or guidance, feel free to reach out below. 

 

Thank you for your time and have a nice weekend. 

 

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