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Replying to:
Kazsnafix
Level 2

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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? --

Screenshot 2024-05-02 at 10.09.48 AM.png

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