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poolbrite-org-ao
Level 1

why am i seeing "new work requests" from clients of ours? we want to turn that off.

"Debbie C........ sent you a new work request" We dont want our customers to request new work through qbo. how do we stop this?

1 Comment 1
AntoniettaE
QuickBooks Team

why am i seeing "new work requests" from clients of ours? we want to turn that off.

You can turn off the request in your Account and settings, Poolbrite.

Please know that you see this new notification because QuickBooks Online (QBO) has introduced a suite of features that collects referrals, feedback, testimonials, and work requests, aiming to strengthen relationships and grow the business. 

To turn it off, you can follow these steps:

 

  1. Select Settings , then Accounts and settings.
  2. Click Sales.
  3. Select Post-invoice survey, then Edit
  4. Switch Post-invoice survey on or off.
  5. Select Save, then Done.

 

You can refer to this article for more detailed steps: Turn customer feedback surveys on or off in QuickBooks Online.

Additionally, you can explore this article to assist you in monitoring and managing your clients: 
Manage and track your work with projects and tasks in QuickBooks Online Accountant.

 

Please don't hesitate to revisit this thread if you have additional questions about the request. The Community team is always here to help you.

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