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ccc1
Level 2

Why won't client request previously sent display?

 
4 Comments 4
MaryLandT
Moderator

Why won't client request previously sent display?

Hi there, kelly,

Let's go to the Work tab and filter your client's previous requests.

Follow the steps outlined below:

  1. From the left menu, under Your Practice, select Work.
  2. Click the Bullets icon.
  3. Select All from the client drop-down list menu.
  4. Select All types from the drop-down list menu.
  5. Select All statuses from the drop-down list menu.
  6. Select Custom range from the drop-down list menu, then choose a specific date range.
  7. Click Apply to save the changes.

Please see the attached screenshots for your guidance.

You can always go through this article to navigate the Work tab in QuickBooks Online: Collaborate with clients using the Work tab.

By following the solution above, you'll be able to see your client's requests.

If you need more help with this, please let me know by leaving a comment below. I'm always around if you need further assistance.

ccc1
Level 2

Why won't client request previously sent display?

Hi. Thank you for your response but let me be more specific. When I click on a client request that ins f previously, it looks like it is going to pop up but then all I get is a blank screen. Two of the three recently sent requests will not allow me to access them to review and/or edit. 

ccc1
Level 2

Why won't client request previously sent display?

Hi. Thank you for your response but let me be more specific. When I click on a client request that I sent previously, it looks like it is going to pop up, but then all I get is a blank screen. Two of the three recently sent requests will not allow me to access them to review and/or edit. 

Charies_M
Moderator

Why won't client request previously sent display?

Thanks for getting back, ccc1.

 

I appreciate you for providing additional details about your concern. Let's get this straightened out.

 

We can try to copy the invite request link and paste it to a different browser to determine if it's a browser related issue.

 

If you continue having the same issue, I recommend giving our QuickBooks Online Accountant Support Team a call. They'll be able to take a closer look at the issue and identify why you're getting a blank screen window after clicking the client request.

 

Please let me know how it goes or if you have other QuickBooks concern. I'll be on the lookout for your reply to help you some more.

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