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KM263
Level 1
posted
‎August 25, 2024 11:13 PM
last updated ‎August 25, 2024 11:13 PM

Book review on QuickBooks Accountant

I would like to know if anyone else faced the challenge of not having the book review option in their QuickBooks Accountant.

 

I recently got 2 clients who use QuickBooks. I then got them to send me an invite to be their accountant. I accepted the invite but when I wanted to review their accounts I was stuck because I do not have the book review option on my menu for both clients.

Has anyone else encountered this problem, how can it be fixed? I have been in contact with customer support & the issue has not been fixed for the past week or so. I was told the engineers are working on it.

 

 

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3 Comments 3
Kurt_M
QuickBooks Team
QuickBooks Team
‎August 26, 2024 12:40 AM

Book review on QuickBooks Accountant

Hi there, @KM263. I'll share an update about the Books Review option inside QuickBooks Online (QBO) and point you in the right direction to sort this out.

 

Before anything else, know that it isn't the experience we want you to have when handling clients inside the program. We've received similar cases or reports where accountants can't access the book review option inside QBOA. Our engineers are still gathering data to help speed up the process of finding a solution to fix this. 

 

We recommend contacting our Customer Care Team so they can gather more details about your experience. We'll outline the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top right corner, click Help (?).
  3. Select either Assistant or Search. Depending on what you choose, you can click Talk to a human, Connect by starting a chat, or Get a callback.

 

For more details, please see this article: How and when can I contact QuickBooks Online support?

 

In addition, here's an article to help you in managing inside QBOA: Manage clients in QuickBooks Online Accountant.

 

Please don't hesitate to visit the Community space or comment below if you need further assistance with reviewing your client's books or have any additional QuickBooks-related questions. We'll make sure to respond and provide a helping hand. Keep safe.

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KM2631
Level 1
‎September 12, 2024 11:03 PM

Book review on QuickBooks Accountant

Well, that's strange.

I have been given a reason why I can not access book review. Customer support said the QuickBooks Online Accountant in my region (which is the global region) does not have the book review option. 

 

I just wanted to find out if there is anyone in South Africa who uses QuickBooks Online Accountant & whether or not they have the book review function. 

 

 

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ArielI
QuickBooks Team
QuickBooks Team
‎September 13, 2024 12:22 AM

Book review on QuickBooks Accountant

Hello, @KM2631.

 

I hear your sentiments about the Book Review feature in the QuickBooks Online account.

 

Currently, this functionality isn’t available for users in South Africa. However, you can submit feedback or a feature request to our Product Development team, which could help in considering future updates.

 

To send your feedback, here's how:

 

  1. Go to the Gear icon and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

I’ll be adding these articles for more details on reviewing your clients’ books and managing inside QBOA:

 

 

If you have any further questions about the Book Review feature or anything else, feel free to reach out. We’re here to help!

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