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July 20, 2022
Question

In QBOA, my company is listed as one of my 'Clients'. How do I move it over to the 'Your Books' in the left Navigation?

  • July 20, 2022
  • 1 reply
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1 reply

July 20, 2022

Hi bojopr,

 

Thanks for reaching out here.  It's important that your QuickBooks Online Accountant firm is listed as 'Your books' and not that of a client.  In this situation, I suggest contacting us so we can work with you directly outside of Community and ensure you're back to business as soon as possible.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Please feel free to reach back out any time you have other questions.  We'd be happy to help!