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June 2, 2020
Question

Where is the to do list?

  • June 2, 2020
  • 1 reply
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1 reply

June 2, 2020

Welcome to the Community, @vmgroup08.

 

You can find the To-Do or Task lists on the Dashboard if you have reminders, recurring transactions, or pending tasks. If there aren't any, they won't appear on that page.

 

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?.

 

Get back here in the Community if you need help or have questions with managing your To-do lists in QBO. I'll be here to help you. Take care always.