Where can clients view requests sent to them in QuickBooks Online?

Prepare for the ProAdvisor Certification Exam with this comprehensive quiz. Use flashcards, multiple choice questions, and explanations for each question to enhance your exam preparation and boost your confidence.

Clients can view requests sent to them in QuickBooks Online through the My Accountant menu. This feature is designed specifically for the collaboration between accountants and their clients, making it easier for clients to access and respond to documents or requests related to their accounting needs. The My Accountant menu serves as a central hub where clients can see messages, documents requested by their accountant, and any other interactions, fostering a more streamlined communication process.

The Requests option from Accountant Tools is primarily for accountants to send requests but doesn't provide a direct client view. The Settings menu focuses more on account preferences and configurations, while the Dashboard menu typically showcases financial summaries and key performance indicators but does not include a dedicated space for viewing requests. Therefore, the My Accountant menu is the appropriate choice for clients to stay updated with their requests in QuickBooks Online.

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