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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Clark_B
QuickBooks Team

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I appreciate you for sharing your concern with us here in the QuickBooks Community, @amb8145.

 

Let me provide information about the Get Things Done tab in your QuickBooks Online (QBO) account.

 

We've made some changes to the Get Things Done (GTD) page and it's now updated for all customers across all geos and all SKUs (except Advanced). Instead of seeing the classic "Workflow map", you will now see a number of new widgets on the GTD page, including:

 

  • Quick Actions: a new pattern that allows customers to create invoices, estimates, customers, etc directly from the GTD page.
  • To do list: system-generated tasks that prompt customers to categorize their transactions, review their receipts, send reminders for overdue invoices, etc.
  • Bank Accounts widget: customers will now be able to view their bank balances directly on the GTD page.
  • Tips Cards: customers will see tips cards that prompt them to sign up for QB Payments or download the QBM app.
  • Explore QuickBooks Products Section: customers will see a section that helps them discover all the additional ecosystem services that QuickBooks offers.

 

For future reference, In case you need further guidelines for effectively managing your business using QBO, you can read this article: Help guide for QuickBooks Online.

 

Feel free to reach out again, if you have further concerns about the Get Things Done or other QBO-related concerns. I'll be happy to assist you.

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