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This is question is specific to the QuickBooks Accountant Online. So for the last several months when logging in to QuickBooks online it list our practice under a cancelled company. When we select the company it says we have read access to your data until 12/15/2022. My question is if we do nothing will we still have access to the your practice side of this? We only need access to our clients QuickBooks who have given us Accountant access. We don't use the your books section at all, and don't bill any clients subscriptions. We are Elite tier Pro Advisor.
Solved! Go to Solution.
That's correct, William Lavasque.
Each QuickBooks Online and QuickBooks Online Accountant company is a separate subscription. Since your company is the only one showing as read only, this will not effect the view or ability to work in the other subscriptions.
I'll be here if you have any other questions!
Thanks for reaching out to the Community, William Lavasque.
When a QuickBooks Online subscription is cancelled, your company data will be available in read-only access for 1 year from the original date of cancellation. If it's showing you a date of 12/15/2022, this means your data can be accessed up until that time. Once that date passes, the data will no longer be available.
In the event you'd like to keep copies of your data, you can export it with read-only access.
You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
Please feel welcome to send a reply if there's any additional questions. Have a wonderful day!
So your saying I'll be able to view other client data, just not my own?
My question is will I still be able to access the client data for other QuickBooks I've been granted access to.
Hello, @William Lavasque. I'm here to answer your question for today.
In QuickBooks, primary admins and company admins get all access rights. If you assign the standard user role, QuickBooks lets you choose the user’s access rights. You can choose to give them all access, limited access or none.
So, to answer your question, yes you can be able to access the client data as long as that specific client give you the access or permission.
To give you more insights about the different options for user roles and access permissions, you can check out this article: User roles and access rights in QuickBooks Online.
Additionally, here's an article to guide you if you want to manage users in your QuickBooks account: Add and manage users in QuickBooks Online.
I'm just around if you have clarification or additional information with managing access to QuickBooks. Have a good one!
So the fact that MY company shows read only will have no bearing on accessing other company's in the accountant version of QuickBooks online.
That's correct, William Lavasque.
Each QuickBooks Online and QuickBooks Online Accountant company is a separate subscription. Since your company is the only one showing as read only, this will not effect the view or ability to work in the other subscriptions.
I'll be here if you have any other questions!
Hello there, @wadeboat.
I'll hop in this thread and drop some insights concerning canceled companies under the My practice list in QuickBooks Online Accountant.
As mentioned above, when the company is canceled, it will show as read-only access. However, if you need to use your QuickBooks Online Accountant account, we will need to resubscribe again to continue utilizing it.
To test things out, create a QuickBooks Online demo client company. It allows you to practice and test tools with simulated client data rather than actual client data: Practice with sample client companies in QuickBooks Online Accountant.
I'm adding this resource to open customer's books, edit transactions, and resolve issues. Check out this article for your guide: Open and review a customer's QuickBooks Online or Self-Employed accounts.
Feel free to comment below if you have any additional QuickBooks related questions. I’d be more willing to help you get the answers. Keep safe and Stay hydrated.
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