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 desktop version of the tip click here.


0:00 – Intro

0:45 – Add new “Ask my Client” Account

1:43 – How to use “Ask my Client” Account

2:38 – Finding Transaction (Profit & Loss report)

3:14 – Going back and fixing things you need (Job materials sample)

5:24 – Share your AHA moments below

5:33 – QuickBooks Tips

5:40 – QuickBooks Workshop

Click here to Receive our QB tips straight to your inbox each week visit

Ready to customize QuickBooks to your needs →  Join my upcoming Free Live Workshop!

I’d love to connect with you 🤗 Instagram or Facebook

Subscribe for more QuickBooks tips on YouTube