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January 12, 2024
Question

Bank connection has expired emails

  • January 12, 2024
  • 1 reply
  • 0 views

Hello,

 

We are a firm of accountants and, as master admin, we receive emails when a clients bank connections needs to be reconfirmed. The problem with these emails is they do not tell us which client.

 

When a connection completely expires we can view a handy list but this does not appear to be the same for bank accounts that just need their connection to be reconfirmed.

 

Is there any way we can view which clients have bank accounts that need reconfirming?

 

Thank you in advance,

 

Al

1 reply

January 12, 2024

Hi Al, thanks for posting on the Community

 

There is no way at the moment to view a list of clients with re-authorization requests. We agree this would be a handy feature to have and recommend submitting feedback for this on QuickBooks Idea Exchange. We'll be reviewing all posts submitted there, and if it gets to over 50 votes, we will review it with our product team.