I appreciate you coming here in the Community space, Ngwenya. I'm here to ensure you're provided with the details that will help you add clients to QuickBooks Online Accountant (QBOA).
In the QuickBooks Online (QBO) free trial account, the functionality to add a client is not accessible. Since you don't have the Add client button in your QBOA account, we recommend performing basic browser troubleshooting to restore QuickBooks to its default function. When you're ready, access your company file using an incognito or private browser through these shortcut keys:
- Chrome: Ctrl+Shift+N
- Firefox: Ctrl+Shift+P
- Safari: Command+Shift+N
Once you're in, click the Clients tab on the left navigational bar and check if the Add client button is present. If it's available, proceed to clear your cache. Refer to this article for further guidelines: Clear cache and cookies to fix issues when using QuickBooks Online.
Another way to access clients' data or include them in your client list is by letting them invite you. See this article for more details: Add clients to QuickBooks Online Accountant.
Furthermore, here's an article in case you wish to take over of your client's billing so they can take advantage of the wholesale discount: Transfer clients to your wholesale discount plan in QuickBooks Online.
As always, I'll be here to lend you a helping hand managing clients or performing specific tasks inside QuickBooks. Feel free to drop a comment below or post here again so I can assist you. Keep safe.
