Other questions

Thank you, AlverMarkT -- it's helpful to know that a Tasks widget exists when working in clients' books. I am working in my own company's books (the feature that's packaged up with my Pro Advisor account). I am seasoned with QB Desktop but new to QBO, so I really don't know what "experience" you're talking about and don't see where I would change it in my interface. Looks pretty different than both of your screenshots -- for example my left sidebar is a light grey not black. On my Dashboard there are four top-nav choices:

• Get things done -- looks a lot like the Desktop "Home" screen
• Business overview -- here's where widgets can be customized
• Cash flow
• Planner

But in the list of widgets there is no Tasks option. Am I looking in the right place? --