When you add a new transaction in QuickBooks and posted to one of your mapped accounts it will create a transaction in the QuickBooks Items card located at the top of the Client Task Panel.
Your client will respond to the task by selecting an account and class (if enabled) or adding a comment in the comment field. If an account (and class) is selected in the client task and the Close button is selected, Client Hub will push the reclassification back to QuickBooks Online.
To recap, the workflow for the Client Hub QuickBooks Online integration should be as follows:
- Expense or Deposit transaction gets added to QuickBooks (manually, from a third-party app, or from the bank feeds)
- QuickBooks Item is auto-created in Client Hub
- The client responds by selecting the appropriate account or adding a comment (expenses) or providing details (deposits)
- For expenses, the accountant closes the task (expenses), and this triggers the update to the transaction in QuickBooks Online.
- For deposits, the accountant manually updates the transaction in QuickBooks Online and then closes the task in Client Hub