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tom274
Level 1

I'm very new to QB. once I sign in to QB Accountant, how do I display my clients (for selection?

I need to work on 1 of my clients. How do I select a specific client in QB Accountant?

1 Comment 1
Janiqueca_T
QuickBooks Team

I'm very new to QB. once I sign in to QB Accountant, how do I display my clients (for selection?

Hello there, tom274.

 

To view your client list and select a specific client to work on, here’s how:

 

1. Sign in to QuickBooks Online Accountant.

2. On the left-hand sidebar under YOUR PRACTICE, click Clients.

 

image.png

 

3. Use the magnifying glass icon (located next to the Lead accountant filter) to find a client.

 

image.png

 

4. You can also click the GO TO QUICKBOOKS dropdown above the Company Name, and you may see all your clients who have QB accounts.

 

image.png

 

This lets you quickly access a specific client or view a summary of all your clients at a glance.

 

Feel free to reply below if you have further questions.

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