Which action is performed to send client requests in QuickBooks?

The correct action to send client requests in QuickBooks is to create a project. Projects in QuickBooks allow users to organize work, track income and expenses related to specific jobs or tasks, and manage client communications effectively. When a project is created, it serves as a central hub for all client-related activities, making it easier to present requests, track progress, and communicate with clients regarding various aspects of the project.

Creating a project helps streamline the workflow by providing a structured way to manage all interactions and transactions tied to client requests, which is essential for maintaining organization and ensuring that nothing falls through the cracks.

While managing user roles is important for assigning permissions, and creating reports is useful for summarizing data, these actions do not directly pertain to the sending of client requests. Sending invitations, on the other hand, is typically associated with sharing access or collaboration features, rather than specifically managing ongoing client requests or projects. Thus, creating a project is the most relevant action for this purpose.