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Level 1

How To access the Review in QuickBooks and the Account Watchlist of a client in QuickBooks Online Accountant

 
3 Comments
Level 1

How To access the Review in QuickBooks and the Account Watchlist of a client in QuickBooks Online Accountant

Hi there, info.

I'd be glad to walk you through on how to access the Review in QuickBooks and the Account Watchlist for your client.

To get this done, you need to log in your QuickBooks Online Accountant account.

Here's how:

  1. Log in to qbo.intuit.com.
  2. Select your accounting firm file.
  3. On your dashboard, click on the Clients tab.
  4. Click the name of the client you wanted to check the Review in QuickBooks and the Account Watchlist.
  5. On the client's page, click on Bookkeeping tab.
  6. From there, you'll see the Review in QuickBooks and the Account Watchlist of your client.

Please let me know if you need anything else! 

Have a great day!

Level 1

How To access the Review in QuickBooks and the Account Watchlist of a client in QuickBooks Online Accountant

Thanks. Do I have to buy another subscription in order to do a Review on my client file? It keeps directing me there and the options are different for his file versus others.

QuickBooks Team

How To access the Review in QuickBooks and the Account Watchlist of a client in QuickBooks Online Accountant

Thanks for reaching back out with your question. You don't have to buy another subscription for your client in order to do a Review of their client file. When you're redirected to the subscription page, simply select "No subscription right now". 

 

Let me know if you have any other questions.