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accountant request ? Is there are feature that a client can request help (for instance), like an accountant can make a client request? I could have sworn that requests could be made both ways.

 
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Best answer 07-22-2019

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QuickBooks Team

Re: accountant request ? Is there are feature that a client can request help (for instance), like...

I have good news for you, Jeremyvavra.

 

QuickBooks Online Accountant has a practice management feature. This lets you create 3 types of items to track your work:

  • Client requests
  • Projects 
  • Tasks

You can create a client request to let them do something for you, like uploading a document or doing some work in the company. Your request will show in your client's account under the My Accountant tab. 

 

To send a client request:

  1. Go to the Work tab. 
  2. Click Create client request.
  3. Fill out the necessary fields.
  4. Click Publish to client's QuickBooks.

 

For now, only the accountant can create a request. To know more about this feature, check this article on how to create a client request, project, or task in QuickBooks Online Accountant

 

If you have more questions, please know we're just right here to help you. 

View solution in original post

1 Comment
QuickBooks Team

Re: accountant request ? Is there are feature that a client can request help (for instance), like...

I have good news for you, Jeremyvavra.

 

QuickBooks Online Accountant has a practice management feature. This lets you create 3 types of items to track your work:

  • Client requests
  • Projects 
  • Tasks

You can create a client request to let them do something for you, like uploading a document or doing some work in the company. Your request will show in your client's account under the My Accountant tab. 

 

To send a client request:

  1. Go to the Work tab. 
  2. Click Create client request.
  3. Fill out the necessary fields.
  4. Click Publish to client's QuickBooks.

 

For now, only the accountant can create a request. To know more about this feature, check this article on how to create a client request, project, or task in QuickBooks Online Accountant

 

If you have more questions, please know we're just right here to help you. 

View solution in original post