Let me share some updates regarding the Get Things Done tab in your QuickBooks Online (QBO) account, sriii.
Currently, the Get Things Done is updated for all customers across all geos and SKUs (except Advanced). Instead of seeing the classic Workflow map, customers will now see several features on the Get Things Done or Home page consisting of the following widgets:
- Quick Actions: a new pattern that allows customers to create invoices, estimates, customers, vendors, etc., directly from the Get Things Done 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 tip 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.
If you'd like to see the Get Things Done in all of your company files, I recommend sending feedback. This way, our developer team may be able to consider your suggestion in future updates. We sincerely appreciate your understanding and thank you for your contribution to helping us enhance our services.
- Select the Gear icon, then choose Feedback.
- Enter your comments or product suggestions.
- Select Next to submit.
You can track feature requests through the QuickBooks Online Feature Requests website.
Additionally, you can utilize this material to learn more about QuickBooks Online: Get started and adjust settings after you sign up for QuickBooks Online.
If you'd like to modify your company settings, you can make use of this article since it contains some steps that can walk you through the process: Edit company settings in QuickBooks Online.
If you need further assistance, just let me know by leaving a comment below. I'll be glad to help you out. Stay safe, and have a great day ahead.
