At QuickBooks, we pride ourselves on making accountants’ lives easier. So, we’re delighted to announce the arrival of repeat projects.
Save time by setting up regular tasks for the same clients on a weekly, monthly or yearly basis. Assign each task to a member of your team, and track progress at a glance. You’ll save time on manual entry and can be confident that no important deadlines will be missed.
To get started, log in to QuickBooks Online Accountant, just find ‘Repeat Projects’ under the work tab, enter your task and choose the frequency. Then just add an end date and you’re good to go.
QuickBooks knows that organisation is key to a successful accounting practice. Now, with just one login you can:
- Manage projects from start to finish
- Regulate your workflow
- Communicate directly with clients