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Client list syncing FAQs

As part of an ongoing goal to give our accountant community clean and accurate data, we’re cleaning up the client list. You’ll now have the most up-to-date status of your clients in QuickBooks Online Accountants.

These changes also apply to ProConnect. To know more, check out this quick guide.

What’s changing?

Client lists you can access should now all be the same. We’re taking the last time you made changes to a client and making sure it’s reflected everywhere. This will make the client list easier to maintain and updated.

Will my experience be different?

Due to possible status changes on your clients, there could be changes to your list. This depends on if the information was up-to-date before the change. A few things you may see:

Clients missing from the list

If you’ve previously marked a client as inactive and it hasn’t changed in QuickBooks Online Accountant, the system upgrade will mark the client as inactive for you. To find the client, you’ll need to change your client list filter to see inactive clients.

To change a client back to active:

  1. Go to Clients.
  2. Select the small gear ⚙ icon above the Actions column.
  3. Select Make active.

Additional clients showing up on the list

If you’ve added clients in the past and they didn’t show on your list, you might see them after the system upgrade.

To change the client to inactive:

  1. Go to Clients.
  2. Select the small gear ⚙ above icon the Actions column.
  3. Select Make inactive.

Please contact customer support if you experience any other unexpected behaviours.

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