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Level 1

Is there a way to view a communications log for things entries sent to another party for review (ie. entries sent to an accountant for confirmation of proper assignment)

 
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QuickBooks Team

Is there a way to view a communications log for things entries sent to another party for review (ie. entries sent to an accountant for confirmation of proper assignment)

Hi apollolp.co,

 

Thanks for raising your concern here in the Community! I can share some insights about the communication log you need in QuickBooks Online. 

 

At this time, the program doesn't have a built-in communication log feature. However, if you're working with an accountant, there's a page in QuickBooks Online for the both of you to see your shared files and pending requests. 

 

Here's how to access it:

  1. Go to My Accountant in the left navigation panel. 
  2. Click the Requests tab to see the things your accountant needs from you. 
  3. Choose the Shared documents to see those files given by your accountant and vice versa. 

This page can help you see those files and entries you've sent out to your accountant. For those documents you've submitted to other third-party persons, I'd suggest checking them thorough your personal email. 

 

I see how beneficial it is for businesses to easily trace conversations made to third-party providers. You might want to let our product developers know about the importance of having a communication log within QuickBooks Online. 

 

The ideas and recommendations we get from customers can greatly contribute to the updates implemented in QuickBooks. To send them, just click the Gear icon, then select Feedback. 

 

If you have other questions in mind about QuickBooks Online, don't hesitate to let me know. I'll be on standby for your response. 

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