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
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.
Go to the Gear icon.
Under Profile, select Switch company.
Choose your QBOA company.
Once open, go to the Clients menu.
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.