Hi there, @heazim1.
In QuickBooks Online Accountant, the Clients tab lets you quickly see your client's info and tasks. Though the tab on your client's name only shows what QuickBooks products they have, documents you've sent them, and tax return info.
That said, the numbers and bank links is unavailable to view in the clients menu. I can see how this option would be helpful for you and your business. You can send these suggestions to our product developers. This way, they can review your request and most likely include it in our future updates.
Here's how:
- Select the Gear icon at the top, then Feedback.
- Enter your comments or product suggestions. Then, click Next to submit feedback.
You can track feature requests through the QuickBooks Online Feature Requests website.
I've included these articles that will guide you in tracking your client's and review their tasks:
If you have any other concerns, feedback, or questions, don't hesitate to reach out. I'm always here to help you. Have a great day
