Welcome to the QuickBooks Community, denise-rlyons-ie.
When you accept the invite from a client, QuickBooks connects their accounts to your firm and adds them to your client list. To open a client's QuickBooks Online company file from QuickBooks Online Accountant, I suggest going to the Go to QuickBooks link.
Here's how:
- Choose the Go to QuickBooks link in the toolbar in QBOA.
- Select the name of your client's QuickBooks company.
After that, the client's QBO company file will appear. You may refer to this article to see extra details: Open and review clients' QuickBooks Online accounts.
Lastly, refer to this article if you need steps on how you can quickly review the client's open tasks and contact information within QBOA: Learn about the clients, overview, and bookkeeping tabs in QuickBooks Online Accountant.
If you have some further questions on handling your clients, kindly include the details in your reply. I'm always here to help, denise-rlyons-ie. Have a great day!
