Client Tasks

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• ✨ Using Autopilot to Publish Client Tasks Automatically
• 📩How to Request Receipts for QuickBooks Transactions That Are Already Categorized
• ✏️ How to Edit, Close, or Delete a Client Task
• 📌 Using Client Tasks to Collaborate with Your Clients
• 🔁 How to Use the Auto-Remind Feature for Client Tasks
• 🧾 How to Create a Client Task
• 📤 How to Batch Send Client Tasks or Messages and More!
• 🛠 How to Create a Client Task Template
• ✏️ How to Edit or Update a Client Task Template in Client Hub
• 🗂 How to Edit or Delete a Client Task Template
• 📋 How to Use a Client Task Template
• 🗑 How to Delete a QuickBooks or Xero Client Task
• 📂 How to Reopen Client Tasks (and What Happens to Uploaded Files)
• 🧭 Managing Client Requests in Your Team