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

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.