Bookkeeping hub: Overview

Warning

The feature is currently not available for firms in the EU region.

With the Bookkeeping hub, you can review transactions, ask clients questions, and categorize entries—all in one place. Here’s an overview of how the feature works end to end.

Bookkeeping hub, explained

The Bookkeeping hub is a TaxDome feature for managing bookkeeping transactions directly within the platform. It integrates with QuickBooks Online and gives bookkeepers a centralized workspace to review transactions, communicate with clients, and keep records accurate — without switching between tools.

Once you connect a client’s QuickBooks Online account to TaxDome, their transactions are automatically pulled into the Transactions section of the client’s account. All updates made in TaxDome sync back to QuickBooks Online automatically.

For clients, everything happens inside the TaxDome portal: they receive questions, upload documents, and respond to requests without needing access to QuickBooks Online.

Transactions workflow

From the first sync to the final review, here’s how a transaction moves through TaxDome:

1. Connect TaxDome to your client’s QuickBooks Online: a firm owner or admin can do this. Transactions begin syncing automatically.

2. View transactions in the client’s account: once synced, transactions appear in the Transactions section of the client’s account, organized into three tabs: Needs review, Reviewed, and All. Use filters and sorting to focus on what requires attention.

3. Ask the client about specific transactions: if a transaction needs clarification, send the client a question directly from the transactions table—for a single transaction or several at once. Clients respond inside their TaxDome portal.

4. Receive notification and review answers: Along with answers, clients can upload multiple files. You will see these files in the Transactions table under the Attachments column. You can open these files and work with them the same way you do with any other documents in TaxDome.

5. Categorize transactions: once you have the information you need, update the transaction category in the Split column. Changes sync to QuickBooks Online automatically.

6. Mark transactions as reviewed: when a transaction is resolved, mark it as reviewed to track progress and keep the Needs review tab focused on outstanding items. Reviewed transactions can be reopened at any time.

How the data synchronization works

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.

   

Note

The synchronization process performs a full update of transactions and their parameters, along with related reference data, such as vendors, customers, the chart of accounts, and more. For more on how sync works and resolving sync issues, refer to our guide .

How do I know I have 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 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:

• 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

Info

Each notification is personalized based on client access, so it cannot be archived for all team members.

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 More > Transactions section.

Each unresolved transaction with a 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.

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