Hi my payment method is already direct debit in quickbooks - however to sign up to the new practice management module I had to enter my debit card details - how...

Also will intuit remove the post flooding error as I could not post my query for 2 minutes while it waited for me to correct errors - nonsense

How do I get to see due by date in the filter? I have client name, task template, label and overdue?

Is there a setting that will show me the tasks to be triggered tomorrow?

Thanks - I remembered that the symbol above was for edit client ! - so once I clicked on the symbol I could add the company number and refresh the link to pull ...