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Rozmore13
August 2, 2023
Question

Email in Online Version

  • August 2, 2023
  • 1 reply
  • 0 views

Does the online version have a place for the Proadvisor to email notes to his/her client and visa-versa so that all communication is also kept in the books.

 

Thanks,

1 reply

Rubielyn_J
Rubielyn_J
August 2, 2023

I can see your interest in making the communication process more seamless and efficient with your clients, @Rozmore13.

 

I understand how valuable it would be for Proadvisors to have the ability to email notes to their clients within the different Online versions of QuickBooks. 

 

At present, the client notes feature, allowing you to maintain crucial information about your clients, is exclusively available in QuickBooks Online Accountant. If you wish to create, view, and manage client notes in QBOA, you can check out this article for more details: Keep client notes in QuickBooks Online Accountant.

 

Finally, I'll be adding the following resources you can utilize to help setup and handle clients in QuickBooks: 

 

 

If you have any further questions or need assistance in resolving any QuickBooks concern, please don't hesitate to let us know. I look forward to serving and helping you succeed in your advisory services.

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