Are you tired of waiting on receipts from your clients and/or team (can we say husbands 🤣)…

It can be frustrating to feel stuck waiting on someone else to get you the details.


Guess what? There IS a way to go ahead and add transactions while still waiting on information. 

You can even reconcile if you need to! Let me show you how…

If you are looking for the online version of the tip click here.


0:00 – Intro

0:20 – Setup new “Ask my Client” Account

1:22 – Entering the transaction

1:53 – Finding Transaction (Profit & Loss report)

2:31 – Finding Transaction (COA List)

2:59 – Sample transaction for Job supplies

4:00 – Benefit of “Ask my Client” Account

4:19 – Share your AHA moments below

4:25 – QuickBooks Tips

4:36 – QuickBooks Workshop

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