Practice Management in QuickBooks Online Accountant: two gaps and two fixes
Accounting firms can work around two Practice Management gaps in QuickBooks Online Accountant by duplicating projects and switching the work view.
Firms that run client work through Practice Management in QuickBooks Online Accountant keep running into the same two walls. Work that repeats every month or every quarter cannot be set to recur, and the default work view hides anything dated more than 30 days ahead. Intuit has shipped two stopgaps in response: a duplicate action for existing projects and a view toggle that widens the horizon. Here is what each one does and where to find it.
Practice Management lives inside QuickBooks Online Accountant, the firm-side edition of the software. That means the gaps affect accountants and bookkeepers juggling client loads, not a single business owner tracking one company.
Two gaps firms keep hitting
Plenty of practices live on cycles: monthly closes, quarterly reconciliations, annual cleanups. Practice Management had no way to make any of that repeat. Every cycle had to be rebuilt by hand, and a missed rebuild meant a missed deadline. The vendor says it reviewed a large volume of surveys and enhancement requests, and repetition came through as a constant theme. Practitioners want work they can configure once and then trust.
The second gap is visibility. The main work view concentrates on the near term. Tasks dated beyond 30 days simply do not appear in it, so a far-off filing or a year-end job can arrive as a surprise. For firms that schedule months ahead, that blind spot caused real scrambling.
How do you duplicate a project?
Sign in to QuickBooks Online Accountant and select Work in the left navigation. The Work center opens with your projects laid out by status columns such as to do, in progress, and in review. Find the project you want to copy. Open the three-dot menu on that project’s card and choose Duplicate. A copy appears with its task structure intact. Rename it, set fresh dates, reassign team members where needed, and save. The option is already live in accounts, so there is nothing to switch on.
Duplication is manual, not scheduling. The copy carries the shape of the work, and you still supply the timing. Treat it as a shortcut for repetition rather than repetition itself. It cuts a rebuild from minutes to seconds, but it will not remind you to run it.
How do you see work dated beyond 30 days?
Stay in the Work center and look for the view toggle near the top of the page. It switches between the card-style board and a list layout. The board is built for the current stretch of work, and that is where the 30-day limit applies. The list view takes in the fuller pipeline, including jobs scheduled well ahead. Flip between them as your focus changes: the board for this week, the list for the quarter.
The toggle does not add far-off tasks to the board. It gives you a second place to look. Make a habit of opening the list on a fixed day each week so distant deadlines stop arriving unannounced.
Recurring projects are still on the roadmap
The vendor has said the real fix is coming. Intuit has described recurring projects and tasks as a top priority and confirmed its team is building the capability now. It has not attached a date, and we would not encourage anyone to plan around one. Until the feature lands, duplication plus the list view is the whole toolkit inside Practice Management.
A routine that holds up in the meantime
A few habits make the stopgaps feel closer to the real thing. Duplicate next month’s work at the end of the current cycle, not at the start, while the details are fresh. Name copies consistently, with the client and the period in the title, so nothing gets orphaned. Review the list view on the same weekday every week. A firm with ten monthly-close clients, for example, can clone all ten projects in one short session and then trust the list for anything further out.
Neither stopgap changes the underlying model. Repeating work is still assembled by hand, and long-range visibility still requires a deliberate switch of view. They simply lower the cost of both until true recurrence arrives. We will keep watching the roadmap and report when it does.