QB Issue Resolution:

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

  • 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:

  1. Go to the Work tab.
  2. Click Create client request.
  3. Fill out the necessary fields.
  4. 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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