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VdPSAR
Level 2

Can Quickbooks online plus handle tasks - creating and managing tasks per user?

We would like to create reminders and to do lists in QB.  Is this possible with the online version?  I see "get things done" but no-where to add a task?
1 Comment 1
Carneil_C
QuickBooks Team

Can Quickbooks online plus handle tasks - creating and managing tasks per user?

Thanks for your interest in being able to create reminders and to-do tasks for users in QuickBooks Online, @VdPSAR. I'll outline a couple of handy details about this.

 

For now, these beta features are exclusive to the QBO Advanced version but for US and UK regions. For now, we're unable to do it for your region.

 

I understand how beneficial it is for your business to get things done seamlessly. You can send your thoughts and ideas to our Product Development Team through your account. Our team is continuously working to enhance the features and functionality of QuickBooks based on customer feedback. Your valuable suggestions will keep us in sync with our customers' needs, wants, and expectations. 

 

 Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Enter your feedback.
  4. Hit Next.

 

Although this article is for United States, I'll still add this if you want to know more about managing this functions: Add and review tasks for your team in QuickBooks Online Advanced.

 

Learn about the different options for user roles and access permissions by checking out this reference: User roles and access rights in QuickBooks Online.

 

Working with you is a pleasure for me. Stay in touch by commenting below if you have follow-up questions with product matters or want to share your best practices. Stay safe always.