Monthly client document requests in QuickBooks or Xero

Intuit’s guide describes creating a client request and receiving uploads in Shared Documents. Use the request to identify the specific item, then check the uploaded file against the account and period. This source describes the Canadian product; confirm the equivalent feature and labels in your region.

Xero describes Ask in Partner Hub as a secure way to request information or documents, track replies and see outstanding queries. It says clients can reply through a secure login even if they are not Xero users. Check availability in your region and partner account.

Match the file to the account and full expected period. Keep missing date ranges open. A bank feed and a statement serve different checks; use the evidence required by your engagement. The person checking the files records acceptance before closing the request.

Agree one upload route and one person to reconcile exceptions. If WhatsApp or email remains part of the process, define how a file is matched to the current request and where it will be stored before automating the handoff.

QuickBooks and Xero are examples Runnrr scopes workflows around. Any document access, record updates or reminder actions must be checked for your software, region and permissions before setup. No native Runnrr integration is established by this guide.