cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Do you have a question about self-assessment or anything else? - Ask it here!
sam30
Level 1

I can't see how to create a request to the client on the My Accountant tab, can you tell me how to create a request?

 
Solved
Best answer March 09, 2020

Accepted Solutions
GeorgiaC
QuickBooks Team

I can't see how to create a request to the client on the My Accountant tab, can you tell me how to create a request?

Hi sam30,

 

You will need to raise the request to the client by signing into your QuickBooks Accountant firm and then selecting the 'Work' tab. 

 

From here, select 'Create client request' - this will open a panel on the right-hand side of the screen to select the client and enter details of the request. Once saved, this will be viewable on the 'My Accountant' tab on the clients account. 

 

Thanks 

View solution in original post

7 REPLIES 7
Ashleigh1
QuickBooks Team

I can't see how to create a request to the client on the My Accountant tab, can you tell me how to create a request?

Hello sam30, 

 

Welcome to the Community page, 

 

What are you trying to do? 

 

What are you trying to request? 

 

Could you please provide us with more information so we can help you. Thanks 

sam30
Level 1

I can't see how to create a request to the client on the My Accountant tab, can you tell me how to create a request?

Hi there

I thought I was able to use the accountant request to ask the client a question. In this case there is an item on the bank account which I do not know what it's for, the client is in meetings all day, so I thought I could make a request for this information in quickbooks rather than sending an email externally, which the client will see when logging in and be able to answer me. Have I got the wrong idea of the accountant request? Thanks

Ashleigh1
QuickBooks Team

I can't see how to create a request to the client on the My Accountant tab, can you tell me how to create a request?

Hello Sam30, 

 

Thanks for clarifying that, 

 

Yes, you can send a request to your client though work to get them to check something for you then this will show on there my accountant tab.  

sam30
Level 1

I can't see how to create a request to the client on the My Accountant tab, can you tell me how to create a request?

How do I do it exactly? I can see a button to click 'create' as mentioned in the help guide...

GeorgiaC
QuickBooks Team

I can't see how to create a request to the client on the My Accountant tab, can you tell me how to create a request?

Hi sam30,

 

You will need to raise the request to the client by signing into your QuickBooks Accountant firm and then selecting the 'Work' tab. 

 

From here, select 'Create client request' - this will open a panel on the right-hand side of the screen to select the client and enter details of the request. Once saved, this will be viewable on the 'My Accountant' tab on the clients account. 

 

Thanks 

sam30
Level 1

I can't see how to create a request to the client on the My Accountant tab, can you tell me how to create a request?

Perfect! Thank you so much. I was looking in the wrong place!

GeorgiaC
QuickBooks Team

I can't see how to create a request to the client on the My Accountant tab, can you tell me how to create a request?

Anytime sam30! :) 

Need to get in touch?

Contact us