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drumelie
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Thank you, but this isn't very helpful. As stated, I had already contacted QBOA support and was given case numbers. 

 

We tested this with various browsers and multiple PCs on my end. It is not a browser issue. I do not have a button under ‘Work’ to ‘Create client request.’

 

I was eventually told that my QBOA account is part of a pilot group for new accounts, where the feature is being changed to be under ‘Clients’. I was told to click on the client name from the Clients list, and that there should be a Request tab. But unfortunately, there is no Request tab or button under Clients, either. So I have no way of sending a request to a client.

 

The ability to send client requests is an important basic feature. So how can I get this taken care of?

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