If some of your client companies are missing from the Company Selection screen when you login, there are a few steps you can take to restore them depending on whether or not you still have access to the client company.
| Note: You'll need to contact the Firm Owner and request they verify that the firm still has access to the client company in question if: a) your access to the client company was as a firm employee or b) your access to the client company was through your being part of a QuickBooks Online Accountant firm (and you're not the Firm Owner). |
If you still have access to the client company
If you still have access to the client company, have the Firm Owner proceed with the following steps:
- Log into QuickBooks Online Accountant.
- From the left menu, select Team under Your Practice.
- Select Add User.
- Enter first/last name and email of new user. Add title (if desired).
- Select Next.
- Select desired access for your firm administration and your company file.
- Select Next.
- Specify which clients your employee should have access to.
- Select Save.
By going through these steps, your access to the client company(s) should be restored.
If you no longer have access to the client company
If your firm doesn't have access to the client company, have the client re-invite your firm to their books.
That's it. You now know how to restore a client company to your Company Selection screen.