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How do I add a client? I do not have the "add client" tab

1 Comment 1
QuickBooks Team

How do I add a client? I do not have the "add client" tab

I'm here to ensure you can add your client to the program successfully, @nacrisgll.


The Add client tab is only available for QuickBooks Online Accountant subscriptions. If you have multiple companies, make sure you accessed the correct one. Please know your client can also send an invitation link to the email address you use for your QBOA firm.


Moreover, we can perform browser troubleshooting steps if you're using the Accountant version. Doing so will help us verify if this is a webpage-related issue. To open an incognito or a private window, refer to these keyboard shortcuts:


  • Ctrl + Shift + N for Google Chrome browser
  • Ctrl + Shift + P for Mozilla Firefox & Microsoft Edge browsers
  • Command + Shift + N for Safari browser


From there, sign in to your QuickBooks account to see if the Add client button is visible on your end. If it works, I recommend clearing the cache in your default browserUsing other supported browsers also aids in narrowing down the problem.


Once connected with your client's company file, you can start accessing their accounting data by following this guide: Open and review clients' QuickBooks Online accounts.


Bookmark this reference about updating your client list: Manage clients in QuickBooks Online Accountant.


The resolutions above will help us confirm if this is a cache issue. Let me know how it goes, as I'm willing to provide more assistance. Take care.