Request more information on a transaction

Sometimes you need more info on what a transaction was for. Now you can request details and files directly from any transaction. Save time getting the info you need from your team, all in QuickBooks.

Overview

Requests for more information is a feature for QuickBooks Online Essentials, QuickBooks Online Plus, and QuickBooks Online Advanced. It enables communication in QuickBooks between an accountant and clients. It helps your accounting team quickly gather receipts and other necessary information about specific transactions.

This feature also includes an AI assistant (the Accounting Agent), which helps make sure all the requested info is added. It can identify if the wrong receipt was added, or if more info is needed to accurately do the accounting. It'll ask follow-up questions within a couple seconds if needed.

You can hide this feature in the Settings menu at the top of your bank transactions list. Toggle the switch for Enable requests as needed.

Start a request for more info

Step 1: Select the transaction(s) you want

• For multiple transactions: Check the boxes for any number of transactions you have the same questions for. Then select Request more info in the banner that appears on screen.
• For a single transaction: Select the + icon in the Requests column. It has an icon in the header that looks like a chat icon. The Suggested by AI icon appears in the Requests column when QuickBooks recommends gathering more information in order to categorize a transaction correctly.

Add team members

If you haven’t yet, add your team members. Here’s how.

Note: You can also add team members during the flow of Bank Transactions + icon.

1. From ⚙ Settings, select Account and settings.
2. Select Accounting.
3. From the Request for more information section, select your team members from the Enable team members ▼ dropdown menu.
4. To add more members, select Add team members.
5. Fill out the necessary details, and select Add team member.
6. Select Save.

Assign questions to specific employees

Organize your requests securely and send them to specific employees or clients.

1. From Bank transactions, select a transaction.
2. Select the + icon. 
3. Select the team members to notify. 
4. In the blank field, type in your question for the team members. (e.g. “Can you tell me what the purpose of this meal was for and add a receipt?”).
   • This is optional but you can select a response type:
     • Ask for more info
     • Ask for a receipt
5. Select Add request to list.

Your team members will receive an email and they’ll be asked to provide additional info via Intuit Assist.

Step 2: Fill out the request

Once you start a new request, a window displays for you to add the type of info you're looking for.

1. Select one of the default requests or add your own question.
2. Select Add request to list to add the transaction to the requests list. Or, select Add and post to post the transaction while also adding your request to the list.

Step 3: Send the request

Requests get added to your requests list before they're sent to anyone. This way your recipient only needs to reply to these from one single link instead of multiple at a time. To send pending requests:

1. Go to All apps , then Accounting, then Bank transactions (Take me there).
2. Select the Requests button. This opens your list of requests.
3. On the New tab, check the boxes for any that you're ready to send.
4. Select Send requests.
5. This creates and copies a link for you. Paste this link into a text message or email to whoever you would like to reply to your request for more info. You can send this link to more than one recipient, if needed.

Reply to a request for more information

Replying to a request for more information is designed to be quick and efficient. If you get a request for more information, here's what to do.

1. Select the link you received. It'll open a browser window where you can see each transaction and the request for more information your bookkeeper, accountant, or team member had about it.
2. Answer the question or upload any documents requested. You may need to send the link to yourself so you can upload receipts you have stored on another device.
3. An AI assistant helps make sure all the info you add is complete. It can identify if you accidentally upload the wrong receipt or if more info is needed to accurately do the accounting. It'll ask follow-up questions within a couple seconds, if needed.
4. A green checkmark appears when everything looks complete, and you can move on to any other requests in the list.

Complete an answered request

You'll know when your client or team has replied to a request from a few types of notifications:

Make any edits to the transaction as needed. If you have a follow-up question, you can select the icon in the Requests column for that transaction and continue the conversation. This will reopen the conversation and move it to your In progress requests tab. Your recipient can use the same link to reply, or you can generate a link again to resend.

Categorize and review transaction

Once you’ve received the response from your team member, you can now review and categorize the transaction. 

1. From Bank transactions, select the transaction marked with Updated from a request for more information.
2. Select the Suggestions panel, review the AI-generated suggestions from the response received from your team members. 
3. Fill out the necessary info:
   • Transaction type
   • Category
   • Product/services
   • Class
   • Location
4. Review the attachment from the File section.
5. Once done, select Post to categorize the transaction.