Bookkeeping hub explained

Note

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.

Bookkeeping hub at a glance

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.

How the Bookkeeping hub works

In general, the Bookkeeping hub workflow is:

1. Connect TaxDome to your client’s QuickBooks Online: a firm owner or admin does the initial setup. Transactions begin syncing automatically.

2. Review incoming transactions: synced transactions appear in the Transactions section of the client’s account, organized by status so you can quickly focus on what needs attention.

3. Categorize clear transactions: update the category directly in TaxDome — changes sync to QuickBooks Online automatically.

4. Ask clients about unclear transactions: send questions directly from the transactions table for one transaction or several at once. Clients respond inside their TaxDome portal.

5. Review client responses: you receive a notification when a client answers. Any files they upload are available directly alongside the transaction.

6. Mark transactions as reviewed: once resolved, mark transactions as reviewed to track progress and keep your workspace focused on what still needs attention.

Access and permissions

The firm owner and admins can work with all clients’ transactions. Firm employees can work with transactions only if:

• they have access right to manage account transactions AND
• they have access right to view all accounts or they are assigned to the account

Learn more about setting up access to transactions in the dedicated article.

Client view

When you ask a question about a transaction, the client receives a notification via email, mobile app, and client portal. Clients find transaction questions in their To-do list and More > Transactions section.

Each unresolved transaction with a question appears as a separate card with the full message thread. Clients can reply to questions, edit their response until it is marked as Answered, and 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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