Client Questions Improvements
Click to add feedback: added a button so you can easily add your client's feedback to the memo of the transaction in QBO with a single click. Learn more here.
Template Questions: you can now create templated questions for transaction questions you ask frequently.
Updated Ask Client UI: updated the Ask Client interface for transaction questions to be a modal instead of in-cell editing.
Close Templates can now be copied to existing clients. You can also apply templates to all clients by choosing All Clients in the picker.