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Join nowGood day, yelsomal.
I'd be happy to lend a helping hand in accessing your client's additional QuickBooks Online account.
QuickBooks Online has the flexibility to consolidate multiple companies under one user ID. You do have the ability to consolidate your client's access to simplify your account.
Here's how:
Select the Gear icon on the Toolbar, then Manage Users.
Select "Ready to get started? Let's go!
You can check out this article for detailed information: How do I consolidate multiple companies under one user ID?.
For additional help, feel free to reach out to our Customer Care Team.
Feel free to get back in touch with me if you have other concerns about QuickBooks. I'd love to help. Have a good one.
I am not sure I asked the question properly. When I log into QBO I see the following:
[company name removed] which has two clients under it (client one removed & client two removed)
Angelview
Diegoview
All of them are there due to invites by the client.
When I log on I can get into Angelview & Diegoview but when I double click on [company name removed] I get the message "Page Not Found"
Can we have a phone call to walk me through what I need to do???
This does not answer the question of the issue. I need to speak to someone.
Hey there, Wexyd21649.
Allow me to share some information and help you access the Wexler & Assoc account via QuickBooks Online.
To better isolate the issue, as an initial step, you might want to open the account via the private window and see if you're able to access it from there.
Use these keyboard shortcuts depending on the browser you're using:
If you're able to access the account via the private window, let's clear the browser's cache. This removes the history or log of sites so you can start with a clean slate.
However, if you're still getting the same issue, I'd suggest getting in touch with your client and have them check your user access rights in QuickBooks Online.
Here’s what the Master Admin needs to do:
However, if you need to discuss sensitive information, you can call our dedicated team who will be happy to assist you. To reach us, please follow these steps:
For your reference, check out the following write-ups below. This will provide you steps on how to restrict a user from accessing certain areas in QuickBooks as well as things to remember when adding an accountant:
User types and user permissions in QuickBooks Online
Please get back to me if you have any other concerns. I'll be around to help you out.
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