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david35
Level 1

How can I switch from one client to another?

 
1 Comment 1
FritzF
Moderator

How can I switch from one client to another?

Welcome, @david35.

 

It's nice to see you in the Community. I can help walk you through switching from one client to another in QuickBooks.

 

Just to confirm, are you using QuickBooks Online Accountant (QBOA)? If so, there are two ways on how to do it. Here's how:

 

Option 1:

 

1. On your QBOA account, click the Go to client's QuickBooks at the top and select their company.

 

Option 2:

 

1. Choose the Clients menu at the left panel under Your Practice column.
2. Next to the company you want to open, click the QB symbol.

 

 

Just in case, you can also check out this article for further guidance: How to switch companies in QuickBooks Online Accountant.

 

That should point you in the right direction. Please let me know how it goes or if you're referring to something else in the comment section. I'm always here to help. Wishing you and your business continued success!

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