How does QuickBooks Online Accountant allows you to request information from your clients?

accountant request ? Is there are feature that a client can request help (for instance), like an accountant can make a client request? I could have sworn that requests could be made both ways.

QB Issue Resolution:

QuickBooks Online Accountant has a practice management feature. This lets you create 3 types of items to track your work:

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accountant request ? Is there are feature that a client can request help (for instance), like an accountant can make a client request? I could have sworn that requests could be made both ways.
QB Issue Resolution:
How do you request client information in QuickBooks Online?
What can an accountant user do in QuickBooks Online?
What are 4 options you can access via accountant tools in QuickBooks Online?

Client requests
Projects
Tasks

You can create a client request to let them do something for you, like uploading a document or doing some work in the company. Your request will show in your client’s account under the My Accountant tab.

To send a client request:

Go to the Work tab.
Click Create client request.
Fill out the necessary fields.
Click Publish to client’s QuickBooks.

For now, only the accountant can create a request. To know more about this feature, check this article on how to create a client request, project, or task in QuickBooks Online Accountant.

Resolution for Issue 'accountant request ? Is there are feature that a client can request help (for instance), like an accountant can make a client request? I could have sworn that requests could be made both ways.' available: Yes (Solved).
Source: Intuit Community forum.

accountant request ? Is there are feature that a client can request help (for instance), like an accountant can make a client request? I could have sworn that requests could be made both ways.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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quickbooks online accountant

With QuickBooks® Online Accountant, communicating with your clients is simpler and more secure than ever. Take advantage of these five features to help keep your clients in the know and accomplish your tasks — from organizing all of your clients’ contact information to taking notes to sharing important documents.

#1: Secure, Efficient Sharing and Messaging

You can create client requests directly within your dashboard with Quickbooks Online Accountant. Whether you want to share important documents or message clients, you can do so securely straight from your Work tab in the left navigation panel.

For clients, keeping track of your incoming requests is simple. All of your requests live in your client’s My Accountant tab in their QuickBooks Online account. They can easily track the due dates of your requests so they won’t miss a thing and you’ll get what you need on time.

Your client can also send responses to your requests and share documents securely inside QuickBooks. Rest easy knowing your sensitive information is safe.

#2: Real-Time Status Updates

We know how stressful it can be wondering when your client is going to act on your requests or respond to messages, However, with Quickbooks Online Accountant, you can track the status of document requests and messages at a glance within your dashboard’s Work tab, making it easier to plan your week and hit your deadlines.

#3: Central Document Access

No more wasting time on wild goose chases for documents you need. You can find all your shared documents within your Quickbooks Online Accountant client list. Simply click on the client you want and hit the Shared documents tab along the top.

#4: Any-Screen Compatibility

Enjoy more flexibility and work-life balance by fielding requests from practically anywhere. Whether you’re at your client’s business or standing in line for a latte, you can track and edit requests as they come in, without having to hustle back to the office.

#5: Simple Note Capturing and Tracking

Keep your firm as sharp and well maintained as a topiary garden with the Notes feature of Quickbooks Online Accountant.

Note-taking features at a glance:

The notes you capture are automatically stamped with time and author.
Notes can be viewed and edited by all team members who have access to the client.
Pin notes you want to mark as important or permanent for easy retrieval later on. Even URL links can be captured and recognized in your notes.
Notes are capped at 4,000 characters each, so you have plenty of space to add details about client messages you want to send.

I hope these tips help you with your client communications! Stay tuned for more tips on how to use QuickBooks Online Accountant.

How do you request client information in QuickBooks Online?

If you need your client to do something for you like answer a question, upload a document, or do some work in their company, you can send a client request to them. It appears in the client's company under the My Accountant tab. Go to Work. Select Create client request.

What can an accountant user do in QuickBooks Online?

Accountant users have privileges to undo reconciliations, reclassify transactions, and write off invoices. Invite up to two accountants in QuickBooks Simple Start, Essentials, and Plus, and up to three in QuickBooks Advanced. Note: Regular accountant users don't count toward your user limit.

What are 4 options you can access via accountant tools in QuickBooks Online?

Learn about accountant tools Reclassify transactions: Edit or move multiple transactions at once. Write off invoices: Cancel and zero-out bad invoices that won't get paid. Undo reconciliations: Reset a reconciliation and start over fresh. Reporting tools: Set default date ranges and filters for financial reports.