QuickBooks continues to make client collaboration easier. If you haven’t checked out the Books review section in QuickBooks Online, this is a great opportunity to check it out. We all have those clients where some of their transactions have us scratching our heads.
As a result, we have to draft an email, and ask the questions and gather information about that individual transaction, which can drain away valuable working time.
There is a newly added feature that allows you to collaborate with your clients from the transaction review tab.
If there is a transaction you are uncertain about or have questions on, you can ask the client directly—from the transaction level—by checking the transaction and clicking on “Ask Client.” Once this request is created, it is sent off to the client. This improves both the client experience and your productivity.
When the client receives and fills out the information, you will receive a notification and can review the added information in Books Review. This helps keep your questions top of mind and easy to access.
To learn more about the Books Review workflow, check out this article.
Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the “Appy Hour,” which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma.
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