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Skip the Bookkeeper
Level 1

Mobile Application

Can I access my clients accounts through the mobile QuickBooks application?

1 Comment 1
MichaelDL
Content Leader

Mobile Application

Hey there, @Skip the Bookkeeer.

 

I have great news to share with you: the QuickBooks mobile app allows you to  switch between any of your QBO clients with ease! You must first be using QuickBooks Online for Accountants and have their accounts added to your client list, those links will help you get started if you need. Once they're added as clients, these steps will help you effortlessly switch between them:

 

Switch between clients using the iOS mobile app

  1. From the home screen, open the Menu (≡) and select Settings at the bottom.
  2. Press Switch Company.
  3. Select the client you'd like to navigate to from the list that appears.

Switch between clients using the Android mobile app

  1. From the home screen, open the Menu (≡).
  2. Press the Dropdown (▼) next to the client's name you're currently viewing.
  3. Select the client you'd like to navigate to from the list that appears.
     

Please note that your firm's name appears on these lists only for the purpose of viewing their own books, no independent client data will be evident there. This information is also available from our guide on switching companies in QuickBooks mobile. We also offer a QBO mobile app feature comparison and detailed mobile app tutorial that you may find helpful, I'll include the video version below:

 

 

All of these resources will help you complete QBO mobile tasks like a champ. Please keep in touch with me here and let me know what else I can do to help you succeed with QuickBooks. Thanks for bringing your question to the Community, wishing you and your business the best.

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