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.
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
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.
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