From QBOA, Can I reset or even jist get a clients password for them, they cant remember it

Good morning Dlmm324,

I hope your having a great weekend so far! To answer your question, no not from from QBOA at this time, BUT we can help them get to qbo.ca.

From there if they can get to the sign in page, under username and passwords they have the opportunity to reset them themselves.

I personally use Zoom or Teamviewer when working with my clients to help them through a QBO issue, that way you can help them get through it as it may be tough to support over the phone :D

Teamviewer would be great if you want to do the clicking for them, but honestly I like guiding them and let them do it for themselves to empower them to be able to do it in the future in the case it happens again.

If it's a username issue for whatever reason you can work with accounts.intuit.com and see which one is linked to the company file by looking at your billing tab from the left hand side menu.

I hope this helps!

Kindest Regards,
Lourdes Fernandez

Welcome back Dlmm324,

 

I love that you're using QuickBooks Online Accountant to work with your clients and that you're looking for the ways that you can help them get back on track in their books. I'd be happy to shed some additional light on this.

 

As Lourdes mentions, you're not able to change, obtain, or reset a password on your client's behalf. I do like the idea of guiding them through the password reset process from the Sign In page on our website, and that's definitely a way you could help your clients.

 

Otherwise, I want to assure you that support is here to help. If your client is having trouble with their password or login information in general, they're more than welcome to contact the QuickBooks Online support team outside of this forum using one of the following options.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Whichever option they choose, a member of our support team will be able to have a one-on-one conversation with them to help them get back into their QuickBooks.

 

Wishing you and your clients the best!