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In this video, we’ll walk through how to create a request directly from a bank transaction, send it to a team member to collect missing details or receipts, review responses as they come in, and then use that information to confidently categorize and complete the transaction. That way, you can keep things moving and avoid getting blocked by missing information. 0:00 Intro 0:33 Request info on a transaction 0:53 Add a team member to request info 1:33 View requests and progress 2:21 View responses to requests 3:13 Categorize your transaction with the collected info Learn more: https://intuit.me/3OxnPS3 We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic: All Trainings - http://intuit.me/2V3g3mI Getting Started - http://intuit.me/3zcYyzg Online Settings - http://intuit.me/2VTZSZs Account Services - http://intuit.me/3kzFnf2 Sales and Invoicing - http://intuit.me/3rpUo4h Expenses - http://intuit.me/3itWLz7 Sales Tax - http://intuit.me/3ruXILF Setting Up Payroll - http://intuit.me/2VU2XZw Cash Flow: http://intuit.me/2UTC9YZ Inventory - http://intuit.me/3xTzPzZ Apps: http://intuit.me/36OvfqB Accounting Topics - http://intuit.me/36OifkR Reporting - http://intuit.me/3eEtoZQ QBO Advanced - http://intuit.me/3rpqzkz QuickBooks Commerce - http://intuit.me/3g0bxNL QuickBooks Time: http://intuit.me/3scqhxE Subscribe to our YouTube channel: http://intuit.me/3bOj0M2 Visit QuickBooks.com: http://intuit.me/QBO #QuickBooks
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