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usersuzanneflux
Level 2

How can you view Clients' unaccepted transactions on the new (free version) of the new Intuit Accountant platform.

I can see where you can see disconnected accounts but not unaccepted transactions as you can on QB Online Accountant, thanks

4 REPLIES 4
JeraldR
QuickBooks Team

How can you view Clients' unaccepted transactions on the new (free version) of the new Intuit Accountant platform.

Hello there, Usersuzanneflux. If you mean the Intuit Accountant Suite, you can see all those unaccepted transactions under the Bank Activity dropdown on your Client Overview

 

Follow these easy steps to find them:

 

  1. On your company screen, head to the All apps menu, then click Accounting
  2. Choose the Client overview tab. 
  3. Under the Bank Activity dropdown, you will see all unaccepted transactions.

 

Don't hesitate to use the Reply button if you have more questions or need more assistance with the new platform. 

usersuzanneflux
Level 2

How can you view Clients' unaccepted transactions on the new (free version) of the new Intuit Accountant platform.

Thank you but I do not think this is the same thing, this looks like the screen once you are in a Client file.

 

On the Accountant version there is a Client list on the main dashboard which shows all your clients, currently there is a column for bank info which shows the accounts disconnected (if applicable) and unaccepted transactions, I cannot seem to find it on the new version.

 

The new version has this same client list but completely different info available.

 

Attached clipped screenshot, to the left would be the client names, so it's a line by client.

It is just a really quick indication of where to focus your time rather than going into each Client to look.

Thank you

 

Jane_M
QuickBooks Team

How can you view Clients' unaccepted transactions on the new (free version) of the new Intuit Accountant platform.

Hi there, Usersuzanneflux. You're right, the client list in QuickBooks Online Accountant (QBOA) made it easy to see unaccepted transactions for all clients at once. 
 
Currently, that column is not available in the new Intuit Accountant platform (free version). You will need to open each client file to see their unaccepted transactions. 
 
If this feature is crucial to your workflow, you might consider switching back to QBOA. 
 
The Community is always here if you need anything else.
usersuzanneflux
Level 2

How can you view Clients' unaccepted transactions on the new (free version) of the new Intuit Accountant platform.

Thank you for confirming.

 

It's not very helpful that it is no longer available, especially as in the FAQ it stated that there will be no loss of functionality for upgrading to the new Accountant suite.

 

For accountants with large number of clients this is going to add a lot of time logging into their client accounts, just in case.

 

I have reverted back to QBOA.

 

Thank you

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