Free workflow management solutions are here to help you never miss a deadline.
Create overall projects to be done, as well as individual tasks within each project.
Instantly assign tasks to yourself or members of your practice.
See exactly what’s due, when, and check progress in real time. Filter by client or assignee.
Edit project details right from the dashboard, plus see clients’ QuickBooks notifications there, too.
Built-in communication features help you get what you need, when you need it.
Send messages and requests to clients, and receive replies, all without leaving your workflow.
Share client documents and keep them organized in a password-protected environment.
Post notifications that your clients can see in their QuickBooks Online account and in their email inbox.
Easily access shared documents from one client list, and get on-the-go access on your mobile device.
Users can filter by client, user, and/or work item (e.g. Projects, Tasks, and Requests).
There are no limitations to the number of Tasks that can be created or assigned to a person, project, or date.
The ability to view or update a specific task is controlled by the Client Access tab. Firm users who have access to the client for which the project has been created will be able to view and/or edit the tasks under that project. Client Access also controls who appears as selectable in the Assigned to drop-down menu within projects and tasks.
At this time, there are no time tracking capabilities for tasks. We recommend you provide feedback for things you'd like to see within this new feature.
Yes. Tasks such as payroll deadlines and reconciliation needs will automatically be shown as tasks to complete. This feature can be turned off via the From QuickBooks toggle switch.
At this time, this feature is exclusive to data that is housed within QuickBooks Online and does not include connecting products, such as ProConnect Tax Online.
Practice Management can track projects and tasks for any client listed in your client list, even if they are not attached to a QuickBooks Online subscription. This iteration of the feature does not currently include requests.
No. Neither tasks nor projects can be converted. A new task or project would need to be created.
In this current iteration of Practice Management, duplicate or recurring tasks must be created manually. We will expand on this feature in future updates.
To reassign a project or task:
At this time, there is not a way to see tasks or projects that are further than 30 days in the future. This will be added in future iterations.
The file size limitation 30MB (megabytes) per file. If a file is greater than 30MB in size, it can be compressed or sent through another means. There are no limitations on the number of files that can be uploaded.
The My Accountant tab is a portal by which your client has access to your requests and communications. When an accountant is not attached to a client’s subscription, this portal offers them the opportunity to be matched with an accountant. For this reason, the My Accountant tab cannot be turned off or removed.
Yes. The features of Practice Management are the same across all regions.
Practice Management is compatible with your mobile device as well as the QuickBooks Online App for desktop.