KlentB
Moderator

Banking

Let me share some insights about how task reminders work on QuickBooks, patti5.

 

The Tasks list provides important reminders of when various tasks need to be done (pay taxes or file forms). It will only show when you have a pending work or set up that needs to be done. If you’re already done doing those, the list won’t show anything on your dashboard.

 

By the way, If you're using QuickBooks Online Advanced, we can use workflows to send reminders to your team to complete specific tasks, like reviewing open invoices. 

 

Feel free to insert a comment below if you have any other concerns or follow-up questions. Assistance is just a comment away.