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Kazsnafix
Level 2

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Thanks for trying ShaniamarieC but I can promise you there is no "Tasks" item in my left-hand menu under Your Books. (Yes, I am working on my own company's books in my Pro Advisor account, so it says Accountant in the top left corner.)

 

This is what my left menu looks like. When I click on the pencil for customizing that menu, there is no Tasks choice available. When I go to Dashboards/Business Overview there are widgets available but no Tasks widget. 

 

Screenshot 2024-05-02 at 12.51.48 PM.png

 

I am completely stumped why my account looks totally different from everyone else's. I read somewhere about toggle the view but the option is not available in my gear menu. I feel like I've missed something big in my setup. 

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