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Toniana
Level 2
posted
‎September 08, 2022 02:48 PM
last updated ‎September 07, 2022 9:48 PM

Books Review: Where do I see client's original answer once the queried transactions have been fixed?

We liked the function under "Books Review" and click on multiple queried transactions (usually under account name "uncategorised transactions") and create client query directly from there. Once client answered the queried transactions and we can re-allocated uncategorised transactions as per client's instruction. But when supervisor review the work, all the client's original answers are gone, instead it only showed "All set! This transaction is taken care of." There must be a way to keep client's original answers, as it is important for audit trial. Does anyone have same questions? how do you go back and see client's answers in Quickbook review once it has been taken care of? (screenshot attached)

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5 Comments 5
Toniana
Level 2
‎September 08, 2022 02:51 PM

Books Review: Where do I see client's original answer once the queried transactions have been fixed?

query.jpg

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IntuitSheila
Level 8
‎September 08, 2022 03:14 PM

Books Review: Where do I see client's original answer once the queried transactions have been fixed?

Hello Toniana,

 

Thanks for posting in the Community!

 

If you've sent a request to your client and the client replied to it, you can view the request by using the steps below.

 

  1. Go to the Books review tab.
  2. Click on Client requests.
  3. Click on View all requests.

 

From there you should be able to see their reply. You can also check the status or progress of clients' books using the steps below:

 

  1. From your QuickBooks Online Accountant, click on Clients.
  2. Click on the Bookkeeping tab.
  3. Review the status of the Book review column.

To learn more about book reviews you can check this link Review your clients' books in QuickBooks Online Accountant.

 

Post again in the Community if you have more questions. I'll be around to help!

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Toniana
Level 2
‎September 08, 2022 04:54 PM

Books Review: Where do I see client's original answer once the queried transactions have been fixed?

Can you see my image above, when the supervisor opened up the request, it shows "answered", but no answer details. E.g.: client replied next to the transaction as "it was expense payment made for contractor XXX with GST", so bookkeeper allocated the transaction to "contractor" with GST 10%. When supervisor review bookkeeper's work, where does the supervisor review client original reply, because all it says is "answered". This will later on create audit trial issue if auditor cannot review client's original reply.

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Toniana
Level 2
‎September 08, 2022 05:07 PM

Books Review: Where do I see client's original answer once the queried transactions have been fixed?

 

We cannot re-open the "answered" query, it is not clickable. Is it something to do with our web browser?

 

query 1.jpg

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IntuitAika
Intuit
Intuit
‎September 08, 2022 06:03 PM

Books Review: Where do I see client's original answer once the queried transactions have been fixed?

Hi Toniana, 

 

I understand that you would like to view the replies on the client request entered under Checklist however we don't have an option to do that. I can see how essential it is to review the client's original reply. Appreciate if you can send your valuable feedback by going to Gear icon and select Feedback. As a workaround, you may add the replies from the Comment section instead on the Checklist. 

 

Feel free to drop a comment below if you need further assistance. Have a great day! 

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