QuickBooks Online Advanced users continue to see new features rolled out within the Advanced subscription level. As a professional within the bookkeeping and accounting space, we know tasks can be repetitive. In addition, our small business clients need a reliable person and firm to assist them in managing their tasks.
For those firms using QuickBooks Online Advanced tasks to manage their firm and clients' work, they previously could only add notes to track client details. Now attachments can be added to tasks to further build out these QuickBooks Online Advanced tasks.
During the assigning phase of adding a task, an attachment can be added while assigning the task to a person. Whereas previously, a considerable amount of time is spent searching, asking about, and filing client documents. Now, by attaching documents to tasks, locating the information needed to complete assignments will be substantially improved.
If you're looking for details, follow this how to use tasks YouTube video link to learn more from the QuickBooks Team.
Remember, QuickBooks Monday Minute features are designed to be 'just that' a minute read intended to make you aware, or bring you up to speed, on something new and exciting that impacts the QuickBooks Online ecosystem. Be on the look out for more in-depth features regarding QuickBooks Online or coverage in our QuickBooks Online updates.