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As a QB Online Accountant am I allowed to access client's bank accounts so this way I can avoid asking the client to send me the bank statements for reconciliation?

 
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Re: As a QB Online Accountant am I allowed to access client's bank accounts so this way I can avo...

Welcome to the Community, Ryan301.

 

Are you referring to the actual bank accounts of your client? If so, you'll have to ask their permission to access the information.

 

Once done, you can continue reconciling the accounts. Please refer to this guide for more information: Reconcile accounts.

 

For free tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help

 

You can leave a reply below if there's anything else you need help with. I'm always here to assist.

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Re: As a QB Online Accountant am I allowed to access client's bank accounts so this way I can avo...

Thank you, it was very helpful!

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