Source: QuickBooks Firm of the Future
With QuickBooks® Online Accountant (QBOA), everything you need to be more efficient, and work with your clients and your staff, is in one place . In QBOA, the Work tab is ideal for practice and project management.
There are a few reasons why this new feature is growing on me – I’m really starting to love it.
Projects & Tasks : We can create a project, assign the project to a team member and then add tasks to the project. Two cool things here: first, a project can be assigned to a team member (i.e., project/account manager) and each task within that project can be assigned to different team members, and second, you can set projects to repeat! […]
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Source: QuickBooks Firm of the Future
