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Which 2 statements about creating a client request--------------

1 Answer

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Final Answer:

The statements "A document request can be sent to a non-QBO client" and "A document request notification can be sent via email by selecting Notify client." are correct. Thus the correct options are b and e.

Step-by-step explanation:

Document requests in QuickBooks Online Accountant (QBOA) offer a streamlined method for requesting and receiving important documents from clients. The two statements that accurately describe creating a client request in QBOA are:

A document request can be sent to a non-QBO client:

QuickBooks Online Accountant allows the user to send document requests to clients who do not have a QuickBooks Online (QBO) account. This feature enables seamless collaboration even with clients who may not use the QBO platform.

A document request notification can be sent via email by selecting Notify client:

Within QBOA, users have the option to send document request notifications to clients via email. This functionality ensures that clients are promptly informed about the requested documents, allowing for efficient and timely collaboration between the accountant and their clients.

These features enhance the accessibility and ease of communication between accountants and clients, regardless of whether the client uses QBO or not. The ability to send requests to non-QBO clients and notify them via email simplifies the document collection process and promotes efficient collaboration, ultimately aiding in smoother accounting procedures.

Therefore, the correct options are b and e.

Complete Question

Which 2 statements about creating a client request in in QBO accountant are correct?

a. A document request appears in the client's QBO company in the accounting menu.

b. A document request can be sent to a non-QBO client.

c. The status of a document request can't be updated.

d. A document request appears in the client's QBO company in the MY Accountant menu.

e. A document request notification can be sent via email by selecting Notify client.

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