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  2. 👩‍💻 Accountant Hub Help
  3. Reconcile my client's data

Articles in this section

  • How do I add journals?
  • How do I view my client’s balance sheet?
  • How do I view my client’s trial balance report?
  • How do I view my client’s profit and loss report?
  • How do I view the sales invoices of a client?
  • How do I categorise my client’s sales invoices?
  • How do I view a client's credit note?
  • How do I view my client’s bills?
  • How do I categorise my client’s bills?
  • Explain the rounding on bills and invoices
See more

How do I view the notes for a client transaction?

If the client has added a note for a transaction, you can view it following these steps:

  1.  Sign in to Accountant Hub
  2.  Find the transaction you would like to view the notes for
  3. Click on the notes symbol 
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