November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
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Chapter 19
Taming the Herd with Practice Tools
IN THIS CHAPTER
Tracking firm and client tasks with the Work screen
Creating and managing projects, tasks, and templates
Building client request workflows
Managing team communication
Trying to manage client deliverables, internal deadlines, and scattered communication by email alone? You might as well be herding cats. Fortunately, the Accountant version of QuickBooks Online gives you a built-in toolset — Tasks, Projects, Requests, and Templates — which help you wrangle all those squirmy creatures into one tidy pen. This chapter walks you through how to use the Work screen to coordinate your team, track client needs, and eliminate the “I never got that email” excuse for good.
Before embarking on finagling metaphorical felines, it’s worth noting that the word projects in QuickBooks is a bit like rope on a ranch. It means different things depending on how you use it. In Plus and Advanced, projects help you lasso profitability by tying related transactions together. In the Accountant version, though, projects are more like corrals — ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.