Depending on the state laws and the company’s internal pay policies, this date may introduce compliance issues if not followed correctly. Thanks to this new feature, our payroll staff can quickly add a new task to remind us when an employee’s introductory period (90 day) is about to conclude. The new task feature in QuickBooks Online Advanced has proven to be our payroll departments’ favorite new feature. Creating payroll tasks in QuickBooks Online Advanced Then, my good friend, Lynda Artesani, will share how her firm implements tasks for their legal industry clients. To illustrate the hidden power within tasks, let me show you how I help clients use tasks to enhance their payroll services. While tasks may reside within QuickBooks Online Advanced, they are not limited to activities within the program. ![]() Once set up in QuickBooks, all invoices generated by the sales team will require approval before they send it to a client for payment. While setting up the workflow, a user will be selected to assign all invoice approvals. This provides the perfect opportunity to use the Sales Manager Role as a custom user that has administrative access. This powerful workflow automatically generates a new task every time an invoice is created by anyone who does not have administrative access. Included in the list of custom workflows in QuickBooks Online Advanced is the new Approve Invoice workflow. Generating tasks from QBO Advanced workflows: Check out some of the built-in workflows and the tasks that they create below. Each time a workflow is created in QuickBooks Online Advanced, any follow up actions will be created as new tasks available for your review. Tasks help team members know what work has been assigned to them and when that work is due. As an accountant for small business owners, I cannot tell you how excited I am to see the new tasks feature offered in QuickBooks® Online Advanced. ![]() As a multiple hat-wearing business owner, there is nothing I dislike more than remembering an important task AFTER that task was due.
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