There are possible reasons why you have limited accessing your client's reports, vicki44. I'd be glad to help you with this.
To begin with, if your other clients use QuickBooks Online (QBO) and you compare it to QuickBooks Self-Employed (QBSE), you'll notice limited access to certain features or reports because they are different software products. QBSE is primarily intended for freelancers and sole proprietors.
If your other clients are also using QBSE and you have limited access compared to them, I recommend using an incognito window to troubleshoot and access your client's account. This can help avoid issues caused by excessive data build-up.
Here are the shortcut keys in various supported browsers:
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + N
- Google Chrome: Ctrl + Shift + N
- Safari: Command + Shift + N
Once there, please check if this resolves the problem. If it does, clearing your regular browser's cache will help the program run smoothly and eliminate technical issues.
Furthermore, here's an article that provides clear instructions on how to access and navigate your client list, as well as managing your client's details: Manage clients in QuickBooks Online Accountant.
Please don't hesitate to revisit this thread if you have additional questions about various reports available in QuickBooks. The Community team is always here to help and support you.
