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Hello, I use QBO accountants version. I added a new client who was currently using excel. I added them as a client, signed them up for a subscription under my account and started working on setting up their file. I then added the client as an Admin user and sent her an invite. She accepted the invite and I received notification of that. This is where we started having issues...she says she has linked her bank account and done some other work, but I cannot see any of this in the QBO file I created for her. I have set this up the same way for another client and not had any issues. How do I get her linked to the actual file I created and can see on my end?
Thanks
Try logging into her QBO account with her login credentials to be sure.
Do a Zoom screen share with the client to see exactly what the client sees.
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