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View your client’s QuickBooks Checking account in QuickBooks Online Accountant

by Intuit Updated 3 months ago

As an accountant, you can review your client's QuickBooks Checking account in QuickBooks Online Accountant with read-only access.

  1. Sign in to your QuickBooks Online Accountant firm.
  2. Open your client's QuickBooks account.
  3. Go to Lending & banking, then select QuickBooks Checking (Take me there).
  4. From the QuickBooks Checking page, you can:
    • View and download statements and tax forms
    • See balances, including any envelopes
    • View the current annual percentage yield (APY) rate for envelopes
    • View transactions
    • View limits for the account and debit card

For more information, see the benefits of QuickBooks Checking for you or your clients.

QuickBooks Online Accountant

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