QuickBooks Online Adds In-Product Requests for Transaction Details

The chase for a missing receipt has moved inside QuickBooks Online. A feature the vendor calls requests for more information attaches a question to a specific bank transaction, and the answer comes back in the same place. Accountants, bookkeepers, and their clients can all start one. We looked at how the tool works, which plans include it, and the one setup step that catches teams out.

The workflow it replaces

Anyone who works a bank feed knows the pattern. A charge arrives with no receipt and no clue, so you email the client and wait. The reply lands in a separate thread, detached from the transaction it concerns. Nothing links the two, so the detail has to be copied back by hand.

The new feature attaches the conversation to the transaction itself. Either side can open a question about a line item. When a client starts one, the accountant gets an email, so nothing sits unnoticed. The point is not just the chat, either. Once the answer arrives, you can categorise and complete the transaction on the spot, with the supporting detail attached to it.

Each side sees the exchange in two tabs. The accountant view separates questions you started from questions the client sent you. The client view lists transaction questions and questions raised by the accounting team.

Plan availability

The feature ships with every QuickBooks Online plan, including the entry-level Simple Start tier. It also covers QuickBooks Ledger and the Intuit Accountant Suite. QuickBooks Solopreneur is the odd one out, which is worth knowing before you promise the tool to a solo client. The design is aimed at accounting teams and their clients rather than a lone user with no adviser.

One-time consent from an admin

There is one setup step, and it catches teams out. The first person at a company to use the feature triggers a consent prompt. Only a QuickBooks admin can accept it, and it happens once. Users without admin rights see a message pointing them to their own company admin.

The feature also switches itself on. Once a first bank connects to the feed, requests activate automatically. There is no separate setting to turn them off. A firm that does not want the tool has no obvious switch to throw.

Our suggestion is simple. Confirm who holds admin rights before the first person tries the feature, so consent is granted in seconds rather than days.

Starting a request

Two entry points exist. For a single transaction, you select a plus icon in the Requests column, which carries a chat symbol. For several transactions that raise the same question, you tick their checkboxes and pick the request button in the banner that appears.

A third cue comes from the software itself. An icon flagged as suggested by AI appears when the product judges that more detail is needed to categorise a transaction correctly. Treat it as a nudge. You can act on it or leave it alone.

Tracking the replies

Status shows in the same column as small icons. A plain chat bubble means the question is open. A bubble with a red dot means a reply has landed and awaits your review. A bubble with a tick means the exchange is complete.

A dedicated Requests page collects every question. It sorts them into open, ready for review, and completed. That page becomes the practical home base once a firm runs several questions at once.

The built-in follow-up

Each reply is screened by the vendor’s assistant, Intuit Intelligence, within a few seconds. If the answer is thin, the assistant asks a follow-up question on the spot. Incomplete replies therefore get pushed back to the client by software rather than by you. You still make the final call on the categorisation.

Our take

The design solves a real coordination problem, and the status icons look easy to live with. Two points deserve attention. Activation is automatic and offers no off switch, which will not suit every firm. Solopreneur users sit outside the feature entirely, so check the plan before you build a workflow around it.