Question

Which 3 of these statements are correct when creating a client request in QuickBooks Online Accountant? (Select all that apply)

a- You can add attachments by selecting the + Add document link
b- Unless the default is changed, the request is not sent to the client’s email address
c-The request appears in the client’s QuickBooks
d-Online company in My Accountant If you wish to notify your client of your request with a QuickBooks
e-Online generated email, select Notify client

Answer 1

In QuickBooks Online Accountant, you can add attachments to a client request, it will appear in the client's My Accountant section, and you can choose to notify the client via email by selecting the Notify client option.

Step-by-step explanation:

When creating a client request in QuickBooks Online Accountant, three correct statements are:

• You can add attachments by selecting the + Add document link, which allows you to include necessary documents directly in your request.
• The request appears in the client’s QuickBooks Online company in the My Accountant section, where the client can view and respond to the request.
• If you wish to notify your client of your request with a QuickBooks Online generated email, you can select Notify client, which will send an automatic notification to your client's email address.

Note that the default setting does not send the request to the client's email address unless you choose to notify them. It's crucial to ensure you select the Notify client option if you want an email sent out.