Client Request feature missing. Can someone help?

We appreciate you bringing this one to our attention, Drumelie.

We commend you for contacting our support agent and performing the basic troubleshooting steps to verify that it is not about any browser's performance. I've checked our records and there's no reported case where the Create client request button disappears from the Work and My Accountant tab. In this case, we recommend contacting our QuickBooks Accountant Support Team. This way, they can check your account securely to see the root cause of this matter and initiate an investigation. Here's how: 

1. Click the Help button.
2. In the QuickBooks Assistance chat box, select Talk to a human and or tap the Contact Us button at the bottom.
3. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
4. From there, choose a way to connect with us; either to Chat with us, get a Callback, or call our support line directly by getting our Phone number.

Furthermore, you can check out these articles to help you keeping track and managing your clients:

• Manage and track your work with client requests, projects, and tasks in QuickBooks Online Accountant
• Review your clients' books in QuickBooks Online Accountant

Don't hesitate to reach us in the Community if you have further concerns about creating a client request or any QuickBooks-related. We'll be here to assist you every step of the way. Take care always. 

Thank you, but this isn't very helpful. As stated, I had already contacted QBOA support and was given case numbers. 

We tested this with various browsers and multiple PCs on my end. It is not a browser issue. I do not have a button under ‘Work’ to ‘Create client request.’

I was eventually told that my QBOA account is part of a pilot group for new accounts, where the feature is being changed to be under ‘Clients’. I was told to click on the client name from the Clients list, and that there should be a Request tab. But unfortunately, there is no Request tab or button under Clients, either. So I have no way of sending a request to a client.

The ability to send client requests is an important basic feature. So how can I get this taken care of?

We appreciate what you've done to resolve this, Drumelie. I acknowledge how you feel about this experience and I fully understand your concern.

Please allow me to provide information so I can help you move forward and get things back in order.

We shared your experience with the Next Level Help team, and someone from them will review your recent cases with our support team. Please expect a call from them within two business days.

In the meantime, let me know in the comments if anything else comes up. If you need help with any other QuickBooks-related concerns I encourage you to post in the Community. We'll be right here to assist you.

Just want to say that I also do not have a 'Client Request' button via the 'Work' tab.

I have 'Manage Templates' and 'Create Projects' buttons but that is it.  No 'Client Request' button.

I use Linux operating system rather that Windows, don't know if that makes a difference.

David S

Executing the several troubleshooting steps in your QuickBooks Online (QBO) Accountant helps resolve the missing Client Request button, Dbsw2002. I'm here to guide you throughout the process.

Let's start by logging out of your QBO Accountant in your regular browser, then sign into an incognito or private browser. You can use these keyboard shortcuts below:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + N

Then, check if the Client Request button is visible under the Work tab. If it is, go back to your usual browser and clear the cache. This step helps eliminate browser cookies that may hinder web pages from functioning optimally.

Furthermore, I recommend contacting our QBO support team if the issue persists. They can examine your account and find a suitable resolution in real-time.

In the meantime, you can request documents from your customers to send documents through email, which you can then upload to your QBO Accountant account.

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.

Return to this thread if you need more help accessing the QBO Accountant Clint Request button. I'll be here to answer them once I get your reply.