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FaithT
Level 2

Accessing Clients Apps through QBOA

I am trying to assist my client with an app that they added to integrate with QBO and I cannot see the area in any of my screens that allows me to actually see the app or the settings for the app on my end. Please help!

 

Solved
Best answer December 23, 2021

Best Answers
Kurt_M
QuickBooks Team

Accessing Clients Apps through QBOA

Thank you for posting this here in the Community, @FaithT.  Allow me to share what I know about your query.

 

When a client invites you to be their accountant, or you start a company file for them, you can also become their primary admin. This lets you handle admin tasks like permissions and data management for them.

 

Additionally, an accountant will not be able to view the client's  apps menu unless invited as a standard user or company admin with all access.

 

If you have other questions or concern. Don't hesitate to get back to me by leaving a comment down below. I will always be around to lend you a hand. Stay safe and enjoy your holiday!

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1 Comment 1
Kurt_M
QuickBooks Team

Accessing Clients Apps through QBOA

Thank you for posting this here in the Community, @FaithT.  Allow me to share what I know about your query.

 

When a client invites you to be their accountant, or you start a company file for them, you can also become their primary admin. This lets you handle admin tasks like permissions and data management for them.

 

Additionally, an accountant will not be able to view the client's  apps menu unless invited as a standard user or company admin with all access.

 

If you have other questions or concern. Don't hesitate to get back to me by leaving a comment down below. I will always be around to lend you a hand. Stay safe and enjoy your holiday!

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