Banking info missing from Client list

Thank you for bringing this to our attention, usersuzanneflux. Having quick access to banking information and transaction details on the Client List is indeed beneficial, especially when using the new Intuit Accountant Suite.

For this, we recommend sharing your feedback directly with our product development team through the platform’s feedback option. Your input is vital in helping us improve and refine our tools to meet your needs.

Here's how:

1. Navigate to the Gear Icon.
2. Select Feedback.
3. Enter your suggestions in the text box provided.
4. Once done, click Next to submit your feedback.

In the meantime, reverting to the original QuickBooks Online Accountant version is a great workaround, and we appreciate your patience as we work on enhancements.

Let us know if there’s anything else we can assist you with.

Hello, I tried submitting feedback and did get a reply but not a solution to the missing info.

They referred to Client insights, but that is not part of the Free new Accountant suite.

I am looking for the same functionality of unaccepted transactions which currently shows on the home page client list in QBOA, can you please confirm where that can be found in the new version, the only thing mentioned from feedback is to see info on disconnected accounts, that is fine but I need the unaccepted transaction info too please, without having to go into each client file to look it up.

Thank you

Hi there, @usersuzanneflux. I see that you posted the same question that my colleague answered. You can click this link to get you there: https://quickbooks.intuit.com/learn-support/en-uk/other-questions/re-how-can-you-view-clients-unacce....

Let us know if you have additional questions by leaving a comment below.