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Kazsnafix
May 1, 2024
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New to QBO, where are the Reminders I had in Desktop?

  • May 1, 2024
  • 1 reply
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I relied heavily on the unified Reminders pane in QB Desktop for Accountants. I need one simplified view of overdue & upcoming: Invoices, Bills, Memorized Transactions, Checks to Print. I've been using QBO all day and I cannot find this, and searching Intuit online help/community did not turn up an answer for me. It seems that I have to load a whole bunch of screens one at a time to see what needs my attention! Is there not something I can add to the Dashboard that would be similar to the Reminders in Desktop? I'm sure I have missed a setting somewhere, or am staring at the reminders without seeing them. I cannot figure out, when I log into my own (Pro Advisor) or a client's company, how to see quickly what I need to take care of. Thanks for bearing with me on QBO Level 101.

Best answer by Kazsnafix

I appreciate your efforts in locating the task menu, Kazsnafix. Let me direct you with the right support to investigate this thoroughly.

 

Usually, the Tasks menu is accessible if you're using QuickBooks Online (QBO) Accountant or Advanced versions. Since you're still unable to locate it with your company file, I suggest contacting our Live Support Experts. They have the tools to initiate a screen-sharing to review your account and determine the cause of this issue. Here's how:

 

  1. Log in to your QBO account.
  2. Click the ? Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion about your concern, then click Continue.
  5. Choose a way to connect with us.

 

You can also see this article for more details, and be sure to check their support hours to know when agents are available: Contact QuickBooks Online Accountant and ProAdvisor Support.

 

In addition, you can visit this article to learn more about handling your client requests, projects, and tasks using the Work tab: Manage and track your work with client requests, projects, and tasks in QuickBooks Online Accountant.

 

You can count on me to provide further related resources and details regarding your QBOA account. Kindly comment with any questions you may have, and we'll ensure a prompt response.


ANSWER:

I spoke with phone & screensharing support today and was told that when you are using the flavor of QBO Accountant that comes with a Pro Advisor profile, the Tasks feature is not included. I guess you need to have a separately subscribed Accountant license to use Tasks.

 

 

1 reply

MorganB
MorganB
May 1, 2024

Welcome to the Community, Kazsnafix.

 

You've reached the right place for assistance with QuickBooks. I'm happy to provide some info about reminders in your Online account.

 

At this time there isn't a reminder feature in QuickBooks Online. I can certainly see how this would be a beneficial tool to have. You may consider submitting feedback to the Product Development Team for review. This can be done directly through your QuickBooks Online account by clicking the Gear icon in the top right corner, then select Feedback. This is the best way to voice your suggestions as many product updates and feature releases come directly from these user entries. 

 

In the meantime, I recommend checking out available third-party apps for task management. These apps integrate directly with your QBO account to help make your job a little easier. You can view them by clicking the Apps tab in the left navigation panel of your account.

 

Please don't hesitate to drop a comment below if you have any other questions. I'll be here to help in any way that I can.

    K
    KazsnafixAuthor
    May 1, 2024

    Thanks for your response, MorganB. I don't see any apps that do what I'm looking for, I searched on "Reminders" and "Calendar". So now I have put a folder of QBO bookmarks on my browser bar, for myself to visit these screens every day I log in, to see what I have to take care of:

     

    - +New/Print Checks

    - Sales/Invoices/Unpaid filter

    - Expenses/Bills/Unpaid

    - Gear icon/Recurring transactions

     

    It's really hard to understand how in a productivity app there is not a unified view of things requiring my attention. I find Desktop so much more efficient, with the ability to have different windows open at the same time, almost completely keystroke-driven if you learn the shortcuts, etc. I've spent all day taking care of what I could have done literally in 1/2 hour in Desktop ... but here I am in QBO. I expect I'll get a little faster but for old-school Windows apps users, the Online version just feels like a toy for micro-businesses. Sorry to be so grumpy, today was a money loser for me which is certainly not supposed to be the point of a bookkeping app 🙂

      AlverMarkT
      AlverMarkT
      May 2, 2024

      I appreciate you for returning to this thread, @Kazsnafix. 

       

      Although QuickBooks Online (QBO) doesn't have the reminders feature like in the QuickBooks Desktop (QBDT), I can suggest an alternative closer to your specifications.

       

      When you choose to log in to your client's company, you can consider utilizing the Tasks feature in QBO to see overdue and upcoming invoices and bills. Depending on which experience your client is, you can see from the Tasks section or page the overdue and upcoming invoices and bills. You can also see reminders for certain types of recurring transactions in this feature.  

       

      Here's how you can utilize the feature if it's within the new Home experience:

       

      1. Select Go to QuickBooks in your ProAdvisor account and select your client's company.
      2. Go to Dashboard in your clients QBO company.
      3. Select Customize layout. Then, Add or remove widgets.
      4. Ensure that Tasks is placed with a checkmark.
      5. Scroll down and find the Tasks section. Then, move it around to place the section somewhere more visible.
      6. Hit Save.

       

      If you're in the old experience, simply select Tasks in the left navigation panel. I've attached a screenshot for visual reference. 

       

       

      As for the Print Checks, you will have to manually check for this one.

       

      In QBO, you can save time on tracking and recording receipts from vendors. Let me add this article as a future reference: Upload your receipts to QuickBooks Online. 

       

      Keep us posted if you need further assistance navigating QBO's Tasks feature. We'll do our best to assist. 

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