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Join nowHello,
I have a staff member that reviews and corrects all of the ASK MY ACCOUNTANT transactions. For each client of mine there is a report titled ASK MY ACCOUNT report for her to quickly find these transactions. I was curious if there are any apps or QBO features that would allow my staff member to quickly see this specific report from all clients in one location.
Thanks!
David
Thanks for reaching out to the Community. chmidtfs.
While there isn't a way to make the Ask My Accountant report seen in all clients quickly, you might consider looking for a third-party application that will help achieve such.
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All the applications listed are verified and approved by our product engineers to work best with QuickBooks Online.
If I can be of assistance, please don't hesitate to leave me a comment below. Have a wonderful day ahead.
Hi, schmidtfs.
Hope you’re doing great. I wanted to see how everything is going about the Ask My Accountant feature. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.
Looking forward to your reply. Have a pleasant day ahead!
You can use Uncat to see Ask My Accountant transactions across all your clients on one page. Uncat is especially useful for getting information back from clients about uncategorized transactions. It syncs with QuickBooks Online and automatically notifies your clients when there are transactions that need their attention. Your client simply clicks a Magic Link into Uncat and enters Descriptions and optionally uploads Attachments (e.g. receipts.). You can also enable your client to provide additional information like Class and Location and Customer, and they can Categorize transactions if you'd like. You can then review your client's responses and categorize the transactions in Uncat and all the updates will sync into QuickBooks Online. It's $5/month per client. You can check it out on the QuickBooks App Store and there is a free 14-day trial.
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