How do I set up allowing a customer query via online messages directly linked to the invoice in QB online?
To my knowledge, the only way a customer can send you a message linked to an invoice in QuickBooks Online is if you have a merchant account and you email your customers their invoices it will include a payment link.Once they display that invoice, they can send you a message if they have a question regarding the invoice before paying it. If this is not what you are referring to, contact the customer support team to see if a feature like this has recently been released. You can do this by signing into your QBO account, click on the Help up in the upper right hand corner and a telephone # should display or an option to start a chat.
If you do find out that this feature exists, please come back and share it with me (and our readers).
Crystalynn Shelton, CPA
315 Madison Avenue, 24th Floor
New York, NY 10017
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