Do More with QBO-Accountant Work Tab

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Now you can manage and track your Work with projects and tasks within QuickBooks Online Accountant.  New functionality and spreadsheet-like Work tab gives you better control over your projects and tasks. But remember, any member of your team can access the new Work tab. Your team will also be able to see items for clients they can access from the Team tab. And, as long as a team member has access to a client, they can edit any work items for that client.

Easily manage your team's Work. Create projects and tasks to organize and track them.

Step 1: Create a Project

Create projects to track the Work your team needs to complete.

  1. Go to Work, then select Create Project. The Create project panel appears.
  2. Fill out the fields.
  3. (optional) Select the Create recurring schedule switch if you want your project to repeat at specific intervals. Then, set the interval, day of the recurrence, and end time.
  4. Select Save.

Step 2: Create Tasks

You can create tasks that are either related to a project or stand-alone from projects.

Create Project-related tasks

Add tasks to break down the Work in any project, then assign specific tasks to a team member.

  1. Go to Work, then select a project.
  2. Select Add task.
  3. Enter the task name.
  4. Add specific details in the Description box.
  5. In the Assign to ▼ drop-down, select the team member to whom you'll assign the task. Note: If you assign a task to a new team member, they must sign in to the account first for their name to appear in the drop-down.
  6. Set the status by selecting the Status ▼ drop-down.
  7. Set the instance by selecting the Instance ▼ drop-down.
  8. Select the due date, then select Save.

Create stand-alone tasks

Create stand-alone tasks that aren't associated with a project.

  1. Go to Work, then select Stand-alone Tasks.
  2. Select Add task.
  3. Enter the task name.
  4. Add specific details in the Description box.
  5. In the Assign to ▼ drop-down, select the team member to whom you'll assign the task. Note: If you assign a task to a new team member, they must sign in to the account first for their name to appear in the drop-down.
  6. Set the status by selecting the Status ▼ drop-down.
  7. Set the client by selecting the Client ▼ drop-down.
  8. Select the due date, then select Save.

Step 3: Manage projects

Make changes to a project or delete them when they're no longer needed. You can also create standalone tasks that aren't associated with a project.

Edit a Project

Make changes to a project if you need to.

  1. Go to Work, then select a project.
  2. Select the Edit details ▼ drop-down, then the edit option preferred.
  3. Make the desired changes, then select Save.

Delete a Project

Delete a project if it's no longer needed.

  1. Go to Work, then select ⋮ in the Action column of the project.
  2. Select the delete option, then select Delete to confirm.

With the newly reconfigured Work tab and these project and task functionalities you can easily manage your team's Work.

Disclosure: Content and graphics adapted from Intuit QuickBooks media source content.