Help needed - stuck in accountant online

It's nice to see you here in the Community, DSLIVE. 

I'm here to ensure you can see your company in the QuickBooks Online account.

Let's perform some basic browser troubleshooting to rule out the possibility of a webpage issue. You'll want to access your QuickBooks Online account in a private browser or incognito.

Here are the keyboard shortcuts:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

If you can see your company, let's go back to your regular browser and then clear its cache and cookies to start over fresh. In case the issue persists, you can switch to other supported browsers.

I recommend visiting this link: Account Management. These will provide links about managing your QuickBooks Online account, income, expenses, inventory, and running reports.

I’m always here if you need further assistance viewing your company in QuickBooks Online. Take care and have a great rest of the day.

Unfortunately, this did not work.

What else can I try?

Also - attached is what I see when I login. 

I can send more snapshots. Let me know what you want to see. Thanks!

D

Hi there, @DSLIVE.

I'm here to make sure that you can switch back to your QuickBooks company.

If you're logged in to your QuickBooks Accountant (QBOA), please make sure to select the company that you added.

Here's how:

1. Select the Go to QuickBooks dropdown.
2. Choose the company file you want to access.
3. When you’re ready to switch companies, select the dropdown beside the client’s company name.
4. Select Back to practice to return to your firm or the name of a client’s company to switch.

If you don't still see the client, please refer to this article for more troubleshooting steps: How to find a company that is missing from the QuickBooks Online Accountant client list.

I've also added this link about managing clients in QBOA: Manage clients. This can help your clients list up-to-date.

Please don't hesitate to reach back out to us if there's anything else you need. We're always here to help. Have a good one!

Unfortunately, that didn't work either.

I do not have "User View" in the Advanced section - see the screenshot attached.

What else do you recommend trying?

Thanks!

D

@DSLIVE 

Are you using the same email address for both accounts?

Hello there, DSLIVE

I've read your replies and see that your screenshots weren't attached successfully. I want to help and provide exact information about your concern. However, I still need to gather more details about it. To add your screenshots, please follow these steps.
 

Please hide all the important details. This prevents you from any fraudulent activities. 

1. Click the Reply button.
   
2. Hit Photos. 
   
3. Select Choose Files.
4. Select the image or any documents you want to post.
5. Then, Done.

I'm looking forward to hearing you back. We're all right here to help you. Take care and stay safe always.

When I choose the photo image it then doesn't ask me to choose a file. I have a button at the bottom of my reply that says "Choose flie" which I clicked and then added the image. I can see the image attached to my message - the file name.  Also, there seems to be this problem where I think I am signed in to reply to this message because I see my initial in the top right corner but when I hit reply I get get an authentication error... sometimes it works, sometimes it does not... 

Let's perform some troubleshooting steps to ensure you'll be able to attach photos in your Community post, @DSLIVE.

Let me first discuss information about the process.

The error you encounter when attempting to add an image to your post might be caused by a cache-related issue. This is a component of the browser that helps speed up the loading process when accessing websites but sometimes gets damaged which results in odd behavior. To verify, I recommend opening your Community profile on an incognito mode to have a clean slate to prevent issues. Below are the keyboard shortcuts that you can use:

• Google Chrome: Press CTRL + Shift + N.
• Safari: Press Command + Shift + N.
• Microsoft Edge: Press CTRL + Shift + N.
• Mozilla Firefox: Press CTRL + Shift + P.

Once done, look for your specific post then, select the menu button and choose Edit Reply. You can also create a new post by selecting the Ask the Community button. From there, refer to the steps outlined by my colleague, SarahannC to attach your screenshots. 

If this works, I highly suggest clearing the cache of your regular browser to eliminate the damaged files. If the same thing happens, I recommend using another supported browser or device. Might be that the current one you're using has a temporary issue with the website.

Please let me know the steps goes. I'd love to hear any updates about this. If you have other QuickBooks concerns, feel free to leave a reply below. I'm always ready to lend a hand. Have a good one and take care. 

Ok, this worked on Safari, not Chrome, but this put the picture in the message as opposed to the attachment - but ok fine -

so as you can see there is no change view mode here..

Thx

Hi there and thanks for the screenshot, DSLIVE.

Before we start, I'd like to recommend using a supported, up-to-date browser when accessing your QuickBooks account. That way, you'll have the best and most secure experience with QuickBooks Online.

When you say "change view mode', are you referring to the Switch to Business view or Switch to Accountant view option? If so, you don't need to go to the Account and settings. Simply click the Settings ⚙ icon, then select Switch to Business view or Switch to Accountant view.

I've added this quick tutorial below as your visual guide.

Also, if you're accessing the Accountant version of your QuickBooks, you'll see the word Accountant on the upper left of your account. For the standalone one, you'll see intuit quickbooks, just like on the tutorial I've attached above.

If you need more time navigating QuickBooks, I suggest you take a test drive. This is for you to dive in and experiment with features and options you might not feel comfortable trying in your own QuickBooks Online account. 

Let me know if there are other things you need to clarify with. Just leave a comment below by clicking the Reply button. I'm always around to answer.

See new image below. So you can see highlighted at the top it says I am in Business view, but it is asking me to put in payment info, why? Did I maybe accidentally delete my account? If so, how do I get back???

Hi DSLIVE,

I can see that my colleagues have already provided the steps that we can share from here. At this point, it's best if you can reach out to our QBO Support so they can use more tools to check this further. They are available weekdays from 6 AM to 6 PM PT.

You can always go back to this thread if you have more concerns. Have a good one.