Replies posted by Myranda HP

1 Reply

M
Myranda HPNew Decimal
asked in Transaction Review

Transaction Review

Hi @Michael, thanks for the response. I would love to see it so we could send clients the transactions to review and they have the capability to select the COA just as we can. I still like the ability to ask the question and get the answer because that helps to provide context and understanding of the transaction should it need to be someplace else within the COA, i.e. the client selects to expense a piece of equipment purchase, which actually needs to be capitalized and the COA needs to be a balance sheet account and we can change it later. We currently send XLS to clients with “Ask My Accountant” or “Uncategorized Expense/Revenue” transactions and then make them choose the correct COA (data validated list) and include a column for our notes and theirs should there be some additional information or questions we/they have about the transaction in question. Then they send that back and we make the changes in QBO. If we could get them to be able to select the COA within Transaction Revie

3
Michael
6 months ago

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