Get transaction info in QuickBooks Online

[0:00] Sometimes a transaction doesn't include enough information to categorize it correctly before you post it. Requests for more information helps you gather those details directly from the bank feed so you can keep transactions moving without leaving QuickBooks.

[0:15] 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.

[0:33] In the Banking window, locate the transaction that needs more information and select the request icon in the message column. Enter your question, or select Ask for more info or Ask for receipt to quickly add common prompts. If secure requests are enabled, you can assign the request to a specific team member.

[0:53] If the person you need isn't listed, select the people icon, enter their email address and add them as a team member. Only authorized team members can reply to requests once you enable this option. If you're ready to record the transaction but still need documentation, select Add and post.

[1:12] QuickBooks posts the transaction and adds the request to your Requests list so the information can be added later. You can also save requests without posting the transaction. Select Add request to list to store the request and send it later. Open the Requests list to review the questions you've created. Here you can see requests grouped by status, including New, In progress, and Complete.

[1:38] To send a request, select the dropdown next to Send requests and choose Copy magic link, or send the request directly by email. You can also configure alerts so request creators and recipients receive notifications when replies are added. If enabled, Intuit Assist can automatically follow up to help collect complete responses.

[2:00] The recipient opens the email request link to view the transaction and respond. They can also save or bookmark the link, since future requests will appear in the same portal. If secure requests are enabled, they'll verify their email before accessing the request. They can add details about the purchase or upload a receipt.

[2:21] Back in the Requests list, switch to the In Progress tab to see incoming responses and track the conversation. When someone uploads a receipt, Intuit Assist reviews the document and prompts for additional information if something doesn't match the transaction. You can also reply directly from the Replies view. Enter your response here to continue the conversation.

[2:45] Intuit Assist may also suggest responses or follow-up questions to help resolve the request. Requests are also linked directly to the transaction in the bank feed. A notification indicator shows when new information has been added. You can sort the message column or use filters to quickly find transactions with open requests or new replies.

[3:08] Open the request thread to review the response and any uploaded documents. QuickBooks may use the additional context from the response to update category suggestions. Once you have the information you need, mark the request Complete and finish categorizing the transaction. If additional clarification is needed, you can reopen the request and continue the conversation.

[3:32] Now you know how to gather transaction details, collect receipts, and keep conversations organized directly within QuickBooks. With everything connected to the transaction, it's easier to track responses, review documentation, and confidently categorize your transactions.