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Jan 29, 2024 9:06 AM UTC
Question

When QB's sends emails relating to "Bank connection to QuickBooks expires soon" and as a tax agent we re the account holder, why can't they tell us which client it is?

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1 reply

Jan 29, 2024 1:23 PM UTC

Thanks for posting on the Community, @SwannySnr 

 

We appreciate it would be useful to include details of the client in the email notification. So that this can be considered as a development point by our Product team, please submit as an idea on QuickBooks Idea Exchange - thank you!