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lorna1
February 25, 2020
Question

I set up a new client on Quickbooks Online Accountant. I invited the client and she has connected the bank but I'm not seeing the transactions.

  • February 25, 2020
  • 1 reply
  • 0 views
She has sent me a screenshot of her Quickbooks & it looks like she's on the Accountant version.

1 reply

B
Becky29
February 25, 2020

Hi Lorna1,

 

Can you advise further the steps you had taken to set up a new client, Also the name of the bank that the client has connected and if the balance for the bank has updated so we can look into this further for you?. Thanks 

L
lorna1Author
February 25, 2020

I went into the client list and selected add client. I put in the name and that set up the client. I then went into the clients data and invited her to access it. She followed the invite, connected the bank and has sent me a screenshot of the bank connected. The screenshot looks like she’s in an Accountant version of the software so it’s as if another business has been set up. 

J
JonpriL
February 25, 2020

Hello @lorna1,

 

You'll have to invite your client as a Company Admin user so they can connect their bank account and you can manage their online transactions.

  1. On your client's company, o to the Gear icon.
  2. Under Your Company, select Manage Users.
  3. On the Add user tab, click Add User.
  4. Select Company Admin.
  5. Enter your client's name and email address.
  6. Click Save.

Here's an article you can read to learn more about inviting a client to their account: Add, Delete, or Change User Access.

 

Meanwhile, may I know the name or any information of the bank of your client? Any details can help me look for reported cases which can be the reason why you're unable to see any transactions.

 

In case you needed some ideas in managing your client's bank account and transactions, you can visit our Banking Articles hub for reference.

 

Reach out to me if you have any other questions. Have a good one!

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