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Get transaction info in QuickBooks Online
Learn how to get more transaction info in QuickBooks Online.
Get useful info about your transactions with transaction information requests. Accountants, bookkeepers, and clients can share this info and start a conversation about it with the help of Intuit Intelligence.
Note: Transaction information requests are available in QuickBooks Online (all plans), QuickBooks Ledger, and Intuit Accountant Suite (IAS). It isn’t available in QuickBooks Solopreneur.
In this video, we’ll walk through how to create a request directly from a bank transaction, send it to a team member to collect missing details or receipts, review responses as they come in, and then use that information to confidently categorize and complete the transaction. That way, you can keep things moving and avoid getting blocked by missing information.
Overview
Transaction information requests let you:
Get receipts and transaction details for your accounting team.
Send transaction info to a client or team member and start a conversation about it.
Use the info to categorize and complete your transactions.
Accountants have two tabs when they use transaction information requests:
Transaction questions: Questions you ask about a transaction.
Questions from clients: Questions your clients ask about a transaction.
Clients have two tabs when they use transaction information requests:
Transaction questions: Questions the clients ask about a transaction.
Questions from us: Questions we ask the client about a transaction.
Note: QuickBooks sends you an email when a client asks a question about a transaction. Intuit Intelligence reviews each reply and asks follow-up questions.
Before you use transaction information requests
Make sure your admin gives you a one-time consent. If you don’t have admin permission, QuickBooks asks you to contact your admin.
Note: Transaction information requests turn on when you connect your bank to your bank feed. You can’t turn them off.
Start a transaction information request
Select transactions
Go to All apps
, then Accounting, then Bank transactions (Take me there).Select one or more transactions.
For a single transaction: Select the new message icon + from the Request more info
column.For multiple transactions: Select the checkboxes for the transactions you have the same question about, then select New message.
Tip: The Suggested by AI icon appears in this column when QuickBooks recommends gathering more info to categorize a transaction correctly.
After you start a request, the icon in the Request more info column will show the following:
- - request open
- the client replied to the request
- request is completed
You can also track requests in the inbox icon. Here you can see messages in the Needs action, Waiting, and All tabs.
Add contacts
Go to All apps
, then Accounting, then Bank transactions (Take me there).Find the transaction you’d like to inquire about, then select the new message icon +.
Select the team members icon.
Enter your contact’s name and email address.
Select Add contact.
QuickBooks sends them an email invite to sign in to or create a free Intuit Account so they can reply from the client portal.
Note: Contacts you add can reply to messages but they don’t get access to QuickBooks and don’t count towards your user limit. When you add someone as a QuickBooks user, it gives them access to both QuickBooks and requests.
Manage contacts
Go to Inbox.
Select the menu
icon, then select Manage contacts.Find the contact you want to edit then select Edit.
Make the changes then select Save.
Note: You can also delete a contact. Just go to the contact you want to delete, select the Delete ▼ dropdown, select Delete, then select Delete contact.
Assign request to specific people
Go to All apps
, then Accounting, then Bank transactions (Take me there).Find the transaction you’d like to inquire about, then select the new message icon +.
Select your contact’s icon.
Write your request, then select Add message.
Note: Only the selected contact can see your request except for the primary admin who sees all requests.
Send a transaction information request
Go to All apps
, then Accounting, then Bank transactions (Take me there).Find the transaction you’d like to inquire about, then select the new message icon +.
Select a team member or contact to send the request to.
Type in your request or select from the provided request templates.
Note: You can also add an attachment. Just select the attachment icon.Select Add message.
Reply to a transaction information request
Select the link in your email from QuickBooks.
Note: The link directs you to the QuickBooks client portal automatically, or asks you to sign in to your Intuit Account. It asks you to sign up for a free Intuit Account if it’s your first time.Answer the question or upload any documents requested.
Note: Intuit Intelligence checks your reply and asks follow-up questions.
Turn Intuit Intelligence follow-up on or off
Go to Inbox.
Select the menu
icon, then select Manage settings.In the Messages section, select Edit.
Switch AI follow-up on or off.
Note: Intuit Intelligence is on by default.
Send a transaction information request to your accountant
Ask about a specific transaction
Go to All apps
, then Accounting, then Bank transactions (Take me there).Find the transaction you have a question about, then select the new message icon +.
Select your accountant’s icon.
Write your request or select from the request templates.
Select Add message.
Ask your firm a general question
Go to Inbox
.Select the New ▼ dropdown, then select Team message.
Enter your accountant’s email, then write your question.
Select Send.
Complete a transaction information request
Go to All apps
, then Accounting, then Bank transactions (Take me there).Go to the transaction you want to mark the request as complete, then select the message
icon.Select Mark complete.
Note: Add a new response to re-open the request.
Review and categorize a transaction
From Bank transactions, select the transaction with a completed request.
Intuit Intelligence fills out the category in the Match/Categorize column. You can keep or change it.
Note: Select the Suggestion
icon to view Intuit Intelligence’s suggestions. For more detailed info, you can select the transaction, check out suggestions, then fill out the necessary info.Select Post.
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