QuickBooks Online Requests for More Information, Explained

QuickBooks Online now has a built-in way to ask clients and colleagues for transaction details and receipts. An accepted community answer from Intuit sets out the workflow. The feature, called Requests for more information, keeps those exchanges inside the ledger rather than scattered across email threads.

The problem it solves

Bookkeepers working a bank feed regularly meet transactions they cannot categorise with confidence. A vague card charge or an unexpected payment raises questions only the client can settle. Those answers used to arrive by email or phone, outside the books and outside any audit trail. This feature moves the question into the product. You start it from the transaction, the reply lands against the transaction, and receipts arrive as files you can act on. The request can ask for a note, a receipt, or both, and it stays tied to the exact transaction that raised the doubt.

Plan availability

Coverage is broad but not total. Every QuickBooks Online plan includes the feature, down to the entry-level Simple Start tier. QuickBooks Ledger and Intuit Accountant Suite users get it as well. QuickBooks Solopreneur does not. If your client base includes Solopreneur users, plan around that gap.

Switching it on is not your choice. Requests activate automatically once the first bank connects to the bank feed, and there is no setting to disable them. Teams that prefer email can keep working by email. The request workflow simply appears alongside it.

A small hurdle sits before first use. The first time anyone at a company starts a request, the QuickBooks admin must give a one-time consent. It happens once and never repeats. Users without admin permissions see a prompt to contact their admin instead. We suggest clearing this early, because a bookkeeper who hits the prompt mid-review cannot approve it alone.

How do you start a request?

Requests begin at the bank transaction itself. For a single item, select the plus icon in the Requests column, which carries a chat symbol. For several transactions that raise the same question, tick their checkboxes and choose Request more info from the banner that appears.

The same column doubles as a status display. A plain chat bubble means the question is open. A bubble with a red dot means a reply awaits your review. A bubble with a tick means the request is complete. A separate Requests page gathers every question into Open, Ready for review, and Completed tabs, so nothing sits unnoticed.

A Suggested by AI marker also appears in that column. It shows when QuickBooks judges that a transaction needs more context before it can be categorised correctly. Treat it as a prompt rather than an obligation.

Both sides get a view

Each side of the relationship sees its own layout. Accountants work from Transaction questions and Questions from client tabs. Clients see Transaction questions and Questions from us. The flow runs both ways: clients can open a question themselves, and the accountant receives an email the moment they do. Client-raised questions land in your queue beside the ones you started. Email alerts mean you are not left polling the page for new activity.

Intuit Intelligence in the loop

Replies pass through a screen before they reach you. Intuit Intelligence reviews each answer and asks follow-up questions when the information falls short. The aim is to close gaps without another round of chasing, so a half-answer does not end the exchange. In practice the pause lasts a few seconds, not hours. The categorisation decision still belongs to you. The screen only shapes the conversation that informs it.

Practical limits

Three constraints define the edges of the feature. The admin consent must happen before anyone asks anything. The tool arrives automatically with the first connected bank, without an off switch. Solopreneur users sit outside it entirely. Within those edges, the routine is simple: pick the transactions, send the question, and watch the column for the red dot that signals a reply.