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October 11, 2026
Question

Hi I am an accountant user. I used to be able to request and access documents from inside my accountant user interface but since the latest changes i can not

  • October 11, 2026
  • 1 reply
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I now have to go into the clients interface to look at the requests i made and post comments

    1 reply

    October 11, 2026

    Following recent updates to QuickBooks Online Accountant, document requests and comment tracking have moved out of the main work dashboard and are now managed individually inside each client's specific interface.

    Here’s how:
     

    1. Go to your Clients list from the left-hand navigation menu.
    2. Click Edit on the name of the specific client you want to view.
    3. Open their individual profile interface, then navigate to their dedicated Requests or Document section to check status updates and post comments.
       

    Let me know if you have other questions. We’re always here to help.