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How to access a client's company in QuickBook Online Accountant

There are two ways to access a client company in QuickBook Online Accountant (QBOA), either through the Accountant Toolbelt or the Client List.

Access a client company through the accountant tool-belt

Here's how to access a client company through the Accountant Toolbelt

  1. Log into QuickBooks Online Accountant.
  2. Select the Go to client's QuickBooks drop-down. (This drop-down may display the currently open company’s name.)
  3. Select a client company to access.
Note:  All QuickBooks Online client companies will open within the QuickBooks Online Accountant interface, except for QuickBooks Self-Employed clients, as they will open in a new browser tab/window.

Access a client company from the client list

Here's how to access a client company from the client list:

  1. Log into QuickBooks Online Accountant
  2. Under Your Practice select Clients.
  3. Mouse over the QB icon next to a client to see the status. Select the icon to access that client's QuickBooks.
Note: All QuickBooks Online client companies will open within the QuickBooks Online Accountant interface, except for QuickBooks Self-Employed clients, as they will open in a new browser tab/window.

Now you know how to access a client's company in QuickBook Online Accountant.

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