Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How can i switch from my Company Quickbooks online to Quickbooks Online Accountant to view my clients books

I have a consultancy company and I have signed up for Quickbooks Online. I also offer accounting assistance and i use Quickbooks Online Accountant. How do i get to that platform, everytime I sign in, i see my Company and not Online Accountant clients
2 Comments
QuickBooks Team

How can i switch from my Company Quickbooks online to Quickbooks Online Accountant to view my clients books

Hello there, @marshawilliamsof.

 

We can switch your QuickBooks Online (QBO) company to QuickBooks Online Accountant (QBOA) by going to the Gear icon. Then, make sure to choose your QBOA company so you'll be able to locate your clients.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Profile, select Switch company.
  3. Choose your QBOA company.
  4. Once open, go to the Clients menu.
  5. From there, you can see all your clients.

You can also directly click the Go to QuickBooks drop-down arrow from the homepage. Then, select All clients.

 

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.

 

Feel free to drop a comment below if you have other questions. I'm always happy to help. Take care!

Level 15

How can i switch from my Company Quickbooks online to Quickbooks Online Accountant to view my clients books

@marshawilliamsof 

As far as I know, we should not use the same email address to manage QBO account and QBOA account.

Need to get in touch?

Contact us