What is necessary before a client request can be sent to a client in QuickBooks Online?

To send a client request in QuickBooks Online, it is essential for the client to have an active QuickBooks Online subscription. This requirement ensures that the client can access the platform and receive the request you are sending. Without an active subscription, the client would not be able to log into QuickBooks Online, view the request, or respond to it, undermining the purpose of sending the request in the first place.

While other options may suggest various procedural steps for a business, they do not pertain to the foundational necessity of the client's ability to engage with QuickBooks Online's functionalities. For example, obtaining supervisor approval or ensuring all documents are uploaded might be part of an administrative process for some teams but do not directly relate to the technical requirements for sending a request. Similarly, while there may be specific formats for requests, the fundamental prerequisite remains the client's active subscription to the platform.