Process bookkeeping transactions

Transactions (The Bookkeeping hub) is a new TaxDome functionality that streamlines communication between bookkeepers and clients. The Bookkeeping hub integrates with QuickBooks Online and allows bookkeepers to find transactions with missing or incorrect information, communicate with clients, and resolve issues—all directly within TaxDome.

Transactions, explained

To be able to review and categorize bookkeeping transactions right from TaxDome, firm owner or admins need to connect to your client’s QuickBooks . Once done, TaxDome pulls the transaction list into the Transactions section of the client’s account.

Transactions are displayed in a clear, table-based format that makes it easy to identify those requiring attention. All updates made in TaxDome are automatically synced with QuickBooks Online, reducing manual work and keeping records accurate.

For clients, this functionality provides seamless experience: after you connect their QuickBooks Online account to TaxDome, all communication and actions happen directly within the client portal. There’s no need to switch between platforms—everything takes place in one secure interface.

Ask questions about transactions

You can ask clients to clarify transaction details directly from the Transactions section — either for a single transaction or for several at once .

Ask about one transaction

To ask a question about the transaction:

1. Go to the Transactions section of the client’s account.

2. In the Communication with client column, click Ask client.

3. Select one of the question templates or write a new question.

4. Click Send.

Ask in bulk

If you need to ask the same question about multiple transactions, you can do it all at once:

1. Go to the Transactions section of the client’s account.

2. Select the transactions you want to ask about from the list.

3. Click Ask client.

   

4. Select one of the question templates or write a new question.

5. Click Send question and confirm the action.

   

After you send the question:

• If there’s an unanswered question on a transaction, it will be resolved, and your new question will start a new communication.
• If a transaction is marked as Reviewed, it will move back to Needs review, and communication will reopen.

You will receive a notification after the client replies. If you no longer need to follow up, click the three dots and select Finish communication.

You can always ask additional questions, even after finishing the previous communication. To do this, click the three dots next to the completed communication and choose Ask another question.

Create question templates

To avoid retyping common questions, create reusable question templates. Type your question in the message field and click Add to favorites. The template is immediately saved and available across all client accounts.

To delete a question template, click the trash icon near the question.

How do I know I have new answers from the client?

To stay informed about new transaction replies, you can enable notifications. You will receive notifications only about clients you have access to.

To enable the transactions notifications:

1. Go to Account settings.

2. In the Notification preferences section enable Transactions.

You will then receive a daily Email or Inbox+ notification at 9:00 AM. It will contain:

• Number of client responses received in the last 24 hours
• Total count of responses pending review
• Five recent responses with the link. Through the link, you can go directly to the transactions table filtered to show transactions with responses

Categorize transactions

You can change the category in the Split column for any transaction that does not include sub-transactions or child line items. This will auto update in QuickBooks.

To change a transaction category:

1. Go to the Transactions section of the client’s account.

2. In the Split column, click the dropdown and select the appropriate category. The dropdown menu displays all active options from the client’s Chart of Accounts.

Mark transactions as reviewed

You can mark a transaction as reviewed once you have received an answer. This helps you focus only on transactions that still require action and keep track of what has already been reviewed.

To mark a transaction as reviewed in the transactions table, click Mark as reviewed next to the transaction in the Actions column. The transaction will then move from the Needs review tab to the Reviewed tab.

To speed up your work, you can mark transactions as reviewed in bulk. To do this, select the transactions, click Mark as reviewed, and confirm the action.

Reopen transaction

If additional communication or verification is required, you can reopen the transaction at any time. To do this, go to the Reviewed tab and click Reopen next to the transaction. You can also ask a question about a transaction, and it will automatically move back to the Needs review tab.

To reopen transactions in bulk, select the transactions, click Reopen, and confirm the action.

Work with transactions from Bank Feeds

To work with Bank Feed transactions in TaxDome, first assign them to any account in QuickBooks Online (including an uncategorized account). Once assigned, the transactions will automatically sync to TaxDome during the next manual or automatic sync , and you can work with them as usual: ask questions , and categorize .

Work with uploaded documents

Along with answers, clients can upload multiple files and place them into folders with Client can view and edit permission level. You will see these files in the Transactions table under the Attachments column. The green label shows the number of attached files.

You can open these files and work with them the same way you do with any other documents in TaxDome.

Remind clients about pending questions

By default, the client receives a notification about unanswered questions related to their transactions once a week, every Monday at 9:00 AM in the client’s time zone.

You can also send the client an email reminder manually at any time. To do this:

1. Click the Notify client button at the top of the Transactions list.

2. A window with a pre-filled email message will be opened. You can edit the text if needed.

3. Click Send.

Regular and manual data refreshing

To keep transactions up to date, a regular sync is triggered automatically every night; the date of last synchronization appears at the top right corner of the Transactions page.

If you need recent data from QuickBooks right away, you can also start a manual sync. To manually refresh the data:

1. Go to the Transactions section of the client’s account.

2. Click the Sync with QBO button.

   

Filter clients by transaction status

In the Accounts section, you can quickly identify which clients have transactions requiring your attention. To find out which transactions are still unanswered and which are ready to categorize, use the Transaction questions filter and watch the counters in the Transactions: Awaiting Response and Transactions: Responded columns.

To see transactions requiring attention:

1. Go to Clients > Accounts from the menu sidebar.

2. Click Filter and choose the Transaction questions filter.

3. Choose what type of communications you need to view: responded or awaiting response, and apply the operator. Learn more about working with filters .

4. Look for the counter in the Transactions: Awaiting Response and Transactions: Responded columns.

5. Click on a counter to go directly to that client’s transaction page with the corresponding filter already applied.

You’ll then see a filtered list of transactions based on their communication status, making it easy to follow up on outstanding questions or review client responses.

Client view

The bookkeeping transactions feature provides clients with a clear and organized mini-chat for each transaction, with a transparent history of communication. Clients can find questions about transactions in their TaxDome portal, in the To-do list and Transactions section.

Each unresolved transaction with question from the firm appears as a separate card, displaying the message thread between the firm and the client. Clients can:

• reply to questions.
• edit their response until it is marked as Answered.
• view up to 5 of the most recent messages in the thread.

To ensure unanswered questions don’t get lost, clients receive a weekly email with all transactions awaiting their response.