@Mia Clusener I use a program called Double.hq (used to be called keeper.app) and it syncs to QBs and allows you to essentially earmark transactions for your client to answer. If I need more information on transactions I put them into Ask My Accountant in QBs and then in Double I filter the transactions to that category and add my questions. Then the client gets their own client facing login to be able to answer all the questions right there with the actual transaction and see your question/comments about it. The client portal is even white labeled so you can add your own logo and information so it looks very professional and like it’s part of your business — and then you can add that link to your website too. They can also upload receipts or documents to the transaction and it makes life so much easier than email and text chains! I’ve used it for 6 years and it’s been a huge life safer! Especially if you offer 1099s for your clients — QBs 1099 report never seems to be accurate for me but Double makes getting W9s and sorting the vendors a breeze! Double.hq was designed and developed by bookkeepers so it will be your best friend! 😂

@Mia Clusener you’re welcome! It’s definitely worth it! And I know I’m not even using it to its full potential 😂