Process bookkeeping transactions

The Bookkeeping hub lets you review, categorize, and clarify client transactions without switching between tools. Use it to work through transactions synced from QuickBooks Online — categorizing what’s clear, asking clients about what isn’t, and tracking responses as they come in.

Most actions are performed from the Transactions section of the client’s account.

Synchronize data

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, click the Sync with QBO button.

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, 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.

Note the following:

• All category changes are validated by QuickBooks Online according to its internal business rules.
• If the Deposit transaction is linked to another transaction, changing the category is not possible. The Open in QBO button is displayed instead.
• For Purchase transactions that include child line items, the category cannot be changed directly in TaxDome, but you can do it in QuickBooks Online.
• To view or edit transaction details, click the date in the Date column next to the transaction — this opens the transaction directly in QuickBooks Online.

Ask questions about transactions

From the transactions list , you can ask clients about unclear transaction details — either for a single transaction or several at once .

Ask about one transaction

To ask a question about the transaction:

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

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

3. Click Send.

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.

Ask in bulk

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

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

2. Click Ask client.

   

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

4. Click Send question and confirm the action.

   

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.

Manage a conversation

All conversation actions are available from the three-dot menu next to the communication.

To edit your question before the client responds, select Edit question.

To finish the conversation without waiting for a response, select Finish communication.

To ask another question after finishing, select Ask another question.

Identify clients with pending answers

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.

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.

Get notified about client responses

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

To enable transaction 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:

• the number of client responses received in the last 24 hours
• the total count of responses pending review
• five recent responses with direct links to the transactions table, filtered to show transactions with responses

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.