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Manage your clients in QuickBooks Online Accountant

Learn how to manage your clients in QuickBooks Online Accountant.

Your list of clients is always growing. Keeping your list up-to-date in QuickBooks Online Accountant is easy. Here’s how.

How to add new clients

If you need to add a client to your wholesale billing or just need to add them to keep track of all your clients in one place, here’s how to add a new client in QuickBooks Online Accountant.

How to edit a client’s info

If you need to update a client’s contact info, here’s how.

  1. Select Clients.
  2. Find the client you want to edit the info for.
  3. From the Actions column, select Edit client.
  4. Make any changes you want, then select Save. If you don’t see the changes, refresh your browser.

How to make a client inactive

If you have seasonal clients or ones you work with infrequently, you can make them inactive. When you make a client inactive, they won’t appear in your client list, but you still keep their info. When you make them active again, you have all access and can continue working with them.

Note: Making a client inactive doesn’t cancel their subscription or remove them from wholesale billing. It only hides them from your client list.

  1. Select Clients.
  2. Select the client you want to make inactive.
  3. Select Edit client dropdown, then Make inactive.
  4. On the confirmation window, select Yes.

How to reactivate a client

You can restore your access to a client’s company when you make them active again, here’s how.

Step 1: Show your inactive clients

  1. Select Clients.
  2. From the filter dropdown, select Settings ⚙.
  3. Select Include inactive clients checkbox.

Step 2: Make your client active

  1. Select Clients.
  2. Select All Clients from the filter dropdown.
  3. Find the client you want to make active, then from the Actions column select Make active.

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