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QuickBooks Online update for Pro Advisors using QBOA

By Jake Martin

0 min read

Intuit was upgrading its system and in the process some pro advisors may have lost the ability to view client files via their dashboard.

If you cannot view your client files, follow these steps:

  1. Open an existing file (go to the QBO file)
  1. Navigate to the gear icon

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3. Select switch company files and your list of QBO files will appear in this view

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If you would like personalised service, please contact our Customer Care team who can assist you further at https://help.quickbooks.intuit.com/en_AU/contact

Over the weekend, we’ll also be offering extended email support to assist our pro advisors.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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