Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

In QB Online Accountant, can I send transactions to client for review?

 
1 Comment
QuickBooks Team

In QB Online Accountant, can I send transactions to client for review?

Welcome to QuickBooks Community, jabdo34.

 

You can create and send transactions to your clients in QuickBooks Online Accountant. If you need to make any changes, you can edit it even after you sent it.

 

Also, I'd like to know what transaction you want to send for review for me to better assist you. You can check these articles for more details:

Post again here if you have more questions. Wishing you all the best!

Need to get in touch?

Contact us