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mreller
Level 2

Quickbooks online deskop app

I have multiple customers who use quickbooks online.  I was able to download the Desktop App for one of them.  When I tried to download it while logged in for another client it would download but then just bring up the account I had already downloaded it for.  Any ideas? Thanks.

1 Comment 1
JoanaC
QuickBooks Team

Quickbooks online deskop app

Let me share more information about the QuickBooks desktop app, Mr. Eller.

 

You only have to download and install the QuickBooks desktop app for Windows and Mac once. Since you mentioned that you've already downloaded the app, you can open multiple client accounts simultaneously, in various tabs, or from a single point.

 

To access multiple accounts, follow these steps:

 

  1. Open the QuickBooks Online desktop app.
  2. Select You're viewing [company name] dropdown. Then, select the company you want to switch to.

 

Access multiple accounts in multiple tabs:

 

  1. Open the QuickBooks Online desktop app.
  2. Next to the tab with your company name, select Plus+ to add another tab.
  3. Select You're viewing [company name] dropdown and then choose the company you want to see.
  4. Repeat for all companies you want to have open at the same time.
  5. Select the X on the tab if you like to close it.  

 

Moreover, let me share this article that can assist you in handling your clients: Manage clients in QuickBooks Online Accountant.

 

Let me know if you still have questions about your QuickBooks desktop app. Have a great day ahead, and take care.

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