Do you struggle with tracking your business finances and ...
monitoring your money goals every month?
Then, you need to use the feature I ...
am about to show in QuickBooks
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Welcome back to our channel.
I am Ufuoma Ogaga, a Financial Controller and ...
Workflow Efficiency Advisor to nonprofit organizations and ...
women-led small businesses.
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The tasks feature in QuickBooks Online Advanced ...
is excellent to use if you need to set reminders for yourself ...
or other team members to update expenses,
pay bills, print checks,
approve invoices or review financial reports.
To use this feature, you must have a QuickBooks ...
Online Advanced subscription,
and you must add the user you will assign tasks to as a ...
billable user in QuickBooks Online.
So, in this tutorial,
I will show how to create a few tasks and show what the ...
task assignee will see when they log back into ...
QuickBooks Online Advanced.
To get to the tasks center, click on tasks.
As you can see, QuickBooks Online will group ...
your tasks into three sections: overdue,
today, and upcoming.
Admin users will be able to see everyone's tasks in this ...
view to keep things clean. However,
a standard user will only see their assigned tasks or tasks ...
that they created and assigned to other team members.
You can create a one-time task or a recurring task in ...
QuickBooks Online Advanced.
So, let us create a one-time task ...
to notify another user that checks are ready to print in ...
QuickBooks Online.
Select Add task, enter a short action title,
assign to a team member or yourself,
and select the due date you want this task to be ...
completed. Next,
add as much context in the notes field to help the team ...
member, or you complete this task.
Then, click Save.
The user you have assigned a task will receive an email ...
notification or a mobile push notification to complete the ...
task I just created. They can also see the same ...
information when they log into QuickBooks Online.
If you are scheduling the due date to be the exact date you ...
are creating the task, the task assignee will not ...
receive any email nor mobile notifications at all.
Therefore, I recommend scheduling ...
tasks one day in advance so they get the notification ...
usually at 12 am or early morning the next day.
Let's switch my other user so you can see the information ...
in their task view. You will notice under this ...
user, I see everything assigned to ...
me or created by me.
I can move my cursor to the notes to see the instructions ...
to complete the task. Then,
I can edit the task or can mark it as complete when I ...
am done. To see prior,
completed tasks, switch the completed tasks ...
tab, and you will see the history.
So, that's how you create a ...
one-time task. Next,
let's create a recurring task repeating the same process ...
as before but turning on the recurring option.
Here are some examples of tasks I have created that you ...
can replicate in your file to monitor your business ...
financial health.
You can also add some of Intuit's default reminders to ...
your list by clicking the turn on button.
Only admins will be able to see these default reminders ...
to turn them on.
I recommend you have some fun with creating tasks and ...
leave a comment below letting us know how to use ...
tasks in QuickBooks Online Advanced to monitor your ...
business financial health.
If you need QuickBooks Online one-on-one or group ...
training for your organization, please message us using the ...
email address in the description box or direct ...
message us wherever you are watching this video.
As always, don't forget to subscribe,
like, and share this video to help ...
us grow our community.
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