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Intuit

How to access a client's company in QuickBook Online Accountant

There are two ways to access a client company in QuickBook Online Accountant (QBOA), either through the Accountant Toolbelt or the Client List.

Access a client company through the accountant tool-belt

Here's how to access a client company through the Accountant Toolbelt

  1. Log into QuickBooks Online Accountant.
  2. Select the Go to client's QuickBooks drop-down. (This drop-down may display the currently opened company’s name.)
  3. Select a client company to access.
Note:   All QuickBooks Online client companies will open within the QuickBooks Online Accountant interface, except for QuickBooks Self-Employed clients, as they will open in a new browser tab/window.

Access a client company from the client list

Here's how to access a client company from the client list:

  1. Log into QuickBooks Online Accountant.
  2. From the Navigation menu, select Your Practice, then Clients.
  3. Within the Bookkeeping Status column, select the QuickBooks icon that corresponds with the desired company.
Note: All QuickBooks Online client companies will open within the QuickBooks Online Accountant interface, except for QuickBooks Self-Employed clients, as they will open in a new browser tab/window.

Now you know how to access a client's company in QuickBook Online Accountant.