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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Sophie-Daniel
Level 1

My client is already a Quickbooks user however when i have added them i can't see any transactions and it is asking me to connect a bank account

how to add a client who already uses QuickBooks

1 REPLY 1
JoelES
QuickBooks Team

My client is already a Quickbooks user however when i have added them i can't see any transactions and it is asking me to connect a bank account

Hello there, Sophie.

 

We can review the user's roles and access permissions to identify why they are unable to view any transactions in QuickBooks Online (QBO).

 

If you've added your client to QBO but can't see transactions, and it prompts you to connect a bank account. It could indicate that you've been added as an accountant or user without the necessary access to view certain features or accounts.

 

To resolve this issue, ensure your client has invited you with the appropriate permissions to view transactions. Follow these steps to verify your access and role in QuickBooks:

 

  1. Log in to your QBO account. 
  2. Go to the Gear icon at the top right corner. 
  3. Select Manage users.

 

You can also refer to this article to learn more about the different user roles in QBO: Understanding User Roles and Access Rights in QuickBooks.

 

Should you have any further questions regarding QuickBooks, please feel free to reach out through this thread.

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