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lincausapin1520-
Level 1

Where can i find task on quickbooks?

I need to customize my business overview and put the task column next to profit and loss but i cannot find the task. How to do that?
1 Comment 1
Maybelle_S
QuickBooks Team

Where can i find task on quickbooks?

Hello there, lincausapin.

 

I want to make sure that this matter is addressed promptly. To begin, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

 

First, access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Chrome: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once done, see the Tasks menu again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

 

Furthermore, visit this article to help manage your bookmark in QuickBooks: Understand the navigation menu in QuickBooks Online.

 

Additionally, you can check this link about sending invoice reminders: Send invoice reminders automatically or manually.

 

Please know that I can help with your other concerns about navigating QBO. Tag me in your reply, and I’ll sprint back into action.