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August 28, 2023
Question

Get things done has disappeared

  • August 28, 2023
  • 1 reply
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1 reply

August 29, 2023

We're delighted to have you here today, @sales290.

 

Before anything else, we'd like to take this opportunity to thank you for allowing us to help you address your concern about the missing section inside QuickBooks Online (QBO). Know that we recognize the relevance of the Get things done option inside the program. Also, please be aware that QBO has two different company views, and the feature is in different sections depending on which company views you're looking at.

 

If you're using the Accountant view, the Get Things Done option is under your business logo. But if you're using the Business view, the option is on the left navigational bar under MENU. For visual reference, see the screenshots attached. 

 

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To switch between different view, these are the steps:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, select the Gear icon.
  3. Below the Profile column, click the Switch to Accountant or Business view.

 

If it persists, we can perform some basic browser troubleshooting to rule out the possibility of having problems with the browser you use. You'll want to access your account in an incognito or private browser. Use these shortcut keys:

 

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

 

Once you're in, try to check if the Get things done option shows. If it works and it shows, you can proceed to clear your browser's cache. Refer to this article for the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

 

You can also use other compatible browsers if the issue persists. Refer to this article to see the list of compatible browsers in QuickBooks Online: Other browsers.

 

We'd recommend contacting our Customer Care Team if the issue persists. This way, they can check your account in a secure environment to conduct further investigation to determine the root cause of this problem. See this page for more details: QuickBooks Online Support.

 

In addition, here are some articles to help you manage invoice payments, ensure your data stays accurate, and keep your current business reports settings inside the program:

 

 

@sales290, we've got your back if you need further assistance or have any additional QuickBooks-related queries. You can visit us anytime, and rest assured. We've got you covered. Take care, and have a good one!