How to Use Notes & Tasks with QuickBooks Online Accountant

Organizing assignments and meeting deadlines is important for many people, none more so than accountants. Whether you have a handful of clients or  spreadsheets for days, things can get monotonous and hard to manage.

With QuickBooks® Online Accountant, these problems are a thing of the past! You are able to label assignments, add notes and meet your due dates, all in the software program. Learn how by watching this video!

About the Author

Stacy Kildal

Stacy Kildal

Stacy Kildal, founder of Kildal Services LLC, is an internationally recognized expert in QuickBooks Online, who has been named as one of Accounting's Most Powerful Women in 2012, 2013, 2014 and 2015, as well as one of 2013 and 2014's 40 Under 40 in Accounting. In 2014 and 2015, she was also voted by her peers as one of the Top 100 ProAdvisors and named as one of 100 Most Influential People in Accounting. In 2015, her blog was named as one of 15 Essential Sites for Accountants.

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