Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
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:
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:
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.
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:
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:
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.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.