Process bookkeeping transactions

Transactions (The Bookkeeping hub) is a new TaxDome functionality that streamlines communication between bookkeepers and clients. The Bookkeeping hub integrates with QuickBooks Online and allows bookkeepers to find transactions with missing or incorrect information, communicate with clients, and resolve issues—all directly within TaxDome.

Transactions, explained

To be able to review and categorize bookkeeping transactions right from TaxDome, firm owner or admins need to connect to your client’s QuickBooks . Once done, TaxDome pulls the transaction list into the Transactions section of the client’s account.

Transactions are displayed in a clear, table-based format that makes it easy to identify those requiring attention. All updates made in TaxDome are automatically synced with QuickBooks Online, reducing manual work and keeping records accurate.

For clients, this functionality provides seamless experience: after you connect their QuickBooks Online account to TaxDome, all communication and actions happen directly within the client portal. There’s no need to switch between platforms—everything takes place in one secure interface.

Ask question about a transaction

To ask a question about a transaction:

1. Go to the Transactions section of the client’s account.

2. In the Communication column, click Ask client. You can select one of the default questions or write your own. Until the client responds, you can edit your question by clicking the three dots next to it and selecting Edit question.

3. After the client replies, the status will update to Answer received. Hover over the status to view the full details of the communication.

4. If you no longer need to follow up, click the three dots and select Finish communication.

You can always ask additional questions, even after finishing the previous communication. To do this, click the three dots next to the completed communication and choose Ask another question.

How do I know I have new answers from the client?

To stay informed about new replies to your transactions, you can enable email notifications. To do this:

1. Vai a Impostazioni Account .

2. In the Notification preferences section enable Transactions.

You will then receive a daily email at 9:00 AM with a list of transactions that have clients’ replies available to you, both for the previous day and in total.

Categorize transactions

You can change the category in the Split column for any transaction that does not include sub-transactions or child line items. This will auto update in QuickBooks.

To change a transaction category:

1. Go to the Transactions section of the client’s account.

2. In the Split column, click the dropdown and select the appropriate category. The dropdown menu displays all active options from the client’s Chart of Accounts.

Mark transactions as completed

You can mark a transaction as completed once you have finished the review. This helps you focus only on transactions that still require action and keep track of what has already been reviewed.

To mark a transaction as completed in the transactions table, click Mark as Complete next to the transaction in the Actions column. The transaction will then move from the Needs review tab to the Reviewed tab.

If additional communication or verification is required, you can reopen the transaction at any time. To do this, go to the Reviewed tab and click Reopen next to the transaction. You can also ask a question about a transaction, and it will automatically move back to the Needs review tab.

Work with uploaded documents

Along with answers, clients can upload multiple files and place them into folders with Client can view and edit permission level. You will see these files in the Transactions table under the Attachments column. The green label shows the number of attached files.

You can open these files and work with them the same way you do with any other documents in TaxDome.

Remind clients about pending questions

By default, the client receives a notification about unanswered questions related to their transactions once a week, every Monday at 9:00 AM in the client’s time zone.

You can also send the client an email reminder manually at any time. To do this:

1. Click the Notify client button at the top of the Transactions list.

2. A window with a pre-filled email message will be opened. You can edit the text if needed.

3. Fare clic su Invia .

Regular and manual data refreshing

To keep transactions up to date, a regular sync is triggered automatically every night; the date of last synchronization appears at the top right corner of the Transactions page.

If you need recent data from QuickBooks right away, you can also start a manual sync. To manually refresh the data:

1. Go to the Transactions section of the client’s account.

2. Click the Sync with QBO button.

   

Filter clients by transaction status

In the Accounts section, you can quickly identify which clients have transactions requiring your attention. To find out which transactions are still unanswered and which are ready to categorize, use the Transaction questions filter and watch the counters in the Transactions: Awaiting Response and Transactions: Responded columns.

To see transactions requiring attention:

1. Go to Clients > Accounts from the menu sidebar.

2. Click Filter and choose the Transaction questions filter.

3. Choose what type of communications you need to view: responded or awaiting response, and apply the operator. Learn more about working with filters .

4. Look for the counter in the Transactions: Awaiting Response and Transactions: Responded columns.

5. Click on a counter to go directly to that client’s transaction page with the corresponding filter already applied.

You’ll then see a filtered list of transactions based on their communication status, making it easy to follow up on outstanding questions or review client responses.

Vista del cliente

The bookkeeping transactions feature provides clients with a clear and organized mini-chat for each transaction, with a transparent history of communication. Clients can find questions about transactions in their TaxDome portal, in the To-do list and Transactions section.

Each unresolved transaction with question from the firm appears as a separate card, displaying the message thread between the firm and the client. Clients can:

• reply to questions.
• edit their response until it is marked as Answered.
• view up to 5 of the most recent messages in the thread.