Transaction Questions are questions related to a specific transaction that are then posted to the client portal.

They can cover anything from how a transaction should be categorized, to whether an expense is business or personal, or a request for a receipt or supporting documentation.

All client transaction questions are located within the client close under Client Questions.

Questions can be added to any transaction from any report in Double. Simply click into the Ask Client cell within the transaction row and enter the question to post it to the Client Portal.

Utilize the search tool at the top of the client close page to locate specific transactions quickly. Ask questions one at a time or in bulk by selecting the checkmark to the left of the transaction.

Transaction questions can also be added in bulk. Select the checkbox on the left-hand side of each relevant transaction, then enter the question to apply it to all selected transactions at once.

Templated questions make it easy to build a library of commonly used client questions. These templates can be applied anywhere transaction questions are created, helping save time and maintain consistency.

Template questions can be managed and updated from the Templates section within the client list.

To automatically sync all transaction file attachments to QuickBooks Online,

All transaction questions and answers can be viewed in the Transaction Questions tab within the Client Communications tile.

From there, transactions can be updated directly: reclassified to a different account, assigned a payee, tagged with a class, or adjusted as needed.

Enable the column "Date asked" for your transaction questions under the practice settings.

If a client’s response doesn’t provide enough information to complete the work, a follow-up question can be sent directly from Double.

To send a follow-up, click on the client’s answer, enter the follow up message, and hit Send. This creates a thread and automatically updates the question status from "Responded" back to "Waiting on client," signaling to the contact that a response is needed.

After all items are addressed, mark the question as Resolved by clicking the checkbox next to the question's status.

The Client Communications section within close provides a consolidated view of all transaction questions across every close period. In some cases, a red tag may appear beneath the transaction date to highlight important details related to that transaction.

Because each close period includes 12 months of trailing data, a question attached to a transaction outside of that timeframe will display either a "New Close" tag (indicating the transaction can be edited in a later close) or an "Old Close" tag (indicating it can be edited in an earlier close).

If one of these tags appears, the most up-to-date version of the transaction can be found in a different close period.

If a transaction is deleted in QuickBooks Online (for example, to reclassify it through the bank feed) and a question had been asked about it in Double, the transaction will appear with a Deleted tag.

Since the transaction no longer exists in QuickBooks, it cannot be edited in Double.

Any transaction marked as Deleted should be marked as Resolved. Once resolved, the question will be hidden from the Client Portal.

This allows questions to be prepared in advance and sent together in a single notification.

When ready, manual email notifications can be sent to alert clients about new questions in their portal, or automated reminders can be scheduled to send notifications on a scheduled cadence.

Keep in mind, only the latest message can be edited. After a question has been answered, it is no longer editable.

Only the client can edit their own questions and responses.