cancel
Showing results for 
Search instead for 
Did you mean: 
drumelie
Level 1

Client Request feature missing. Can anyone help?

I do not have a button to send a client request on my QBOA. It is supposed to be under Work > Create client request. I was told by QBO support that some new accounts are part of a pilot where the feature is being moved under the Client List. But when I go to the Cient List and click on the client name as instructed, I still do not have the new tab or button. I have no way of sending a client request.

 

One of the reps had me clear the history, go into multiple browsers, different computer, etc. The result is the same on every browser and every computer, so this really isn't a browser issue. I have also received several follow-up phone calls regarding my open cases to see if I was still having this issue. But nothing has changed and I am still not able to send client requests. 

 

Is anyone else experiencing this problem? How do I go about getting the programming team to expedite addressing this? 

 

I was given two case numbers # 15123005036 and 15123008398.

 

Thank you.

Solved
Best answer September 04, 2024

Best Answers
ShyMae
QuickBooks Team

Client Request feature missing. Can anyone help?

I appreciate you for reaching out with your concern about the missing Create client request feature in QuickBooks Online Accountant. I understand how important this functionality is for managing your clients efficiently, drumelie. 
 
It appears that you have posted a similar query twice. My colleague has already answered and has routed you to our support team to diagnose further why the feature is missing. You can view her response through this link: https://quickbooks.intuit.com/learn-support/en-us/do-more-with-quickbooks/client-request-feature-mis...
 
If you have any follow-up questions or need further assistance with QuickBooks-related concerns, we're always here to help you.

View solution in original post

1 Comment 1
ShyMae
QuickBooks Team

Client Request feature missing. Can anyone help?

I appreciate you for reaching out with your concern about the missing Create client request feature in QuickBooks Online Accountant. I understand how important this functionality is for managing your clients efficiently, drumelie. 
 
It appears that you have posted a similar query twice. My colleague has already answered and has routed you to our support team to diagnose further why the feature is missing. You can view her response through this link: https://quickbooks.intuit.com/learn-support/en-us/do-more-with-quickbooks/client-request-feature-mis...
 
If you have any follow-up questions or need further assistance with QuickBooks-related concerns, we're always here to help you.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us