QuickBooks Online Accountant – Workflow Management Take care…
QuickBooks Online Accountant – Workflow Management
Take care of all your customers and also the job you do for them from the “Work” tab QuickBooks Online Accountant. See “Work” in activity in this brief video clip.
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I only need to enter tasks a few times per week. My staff does not check it every day because there is usually nothing new there. Therefore QBO should should send an automatic e-mail to the staff member telling them there is a new task they need to work on. Then it would be a useful tool. Otherwise it’s a pain to enter the task and then have to e-mail my staff member to notify them. If there were auto e-mail I would use it much more often!