Open and review clients' accounts

Learn how to open a client's QuickBooks company file from QuickBooks Online Accountant. After a client invites you to connect, you can access their accounting data to help with their bookkeeping. You can review their books, edit transactions, and fix issues. Here's how to open a client's QuickBooks Online or QuickBooks Self-Employed company file from QuickBooks Online Accountant.

Note: Accountants can only access transaction data. If you also need to do administrative work for your client, follow these steps to become their primary admin.

Step 1: Connect a client's QuickBooks

If you haven't already, get invited by your client. This connects their QuickBooks company so you can access their transaction data.

To see who's already connected:

1. Sign in to QuickBooks Online Accountant.
2. Go to Clients and select Client list (Take me there).
   Note: If you are using the old experience, select Clients.
3. Review the list. Clients with a QuickBooks icon next to their name are connected.

Tip: You can select the icon to open their QuickBooks Online or QuickBooks Self-Employed company file.

Step 2: Open a client's QuickBooks

1. In QuickBooks Online Accountant, select the dropdown with your company name in the toolbar.
   Note: If you are using the old experience, select the Go to QuickBooks dropdown in the toolbar.
2. Select the name of your client's QuickBooks company.

This opens your client's QuickBooks Online or QuickBooks Self-Employed company file so can review and make edits.

Go back to QuickBooks Online Accountant

When you're finished bookkeeping:

1. In the toolbar, select the dropdown with your client's company name. You used this link to open their company.
2. Select Back to practice.