Skip to main content
V
Victoria_M
December 8, 2022
Question

Books Review Option not Available

  • December 8, 2022
  • 1 reply
  • 0 views

I am a QBO ProAdvisor and I just started managing a non-profit company as a volunteer. They are not set up as my client. They have added me to the company as one of their users. I am able to see the company as a Business View and as an Accountant View. However, I don't see an option of a "Book Review" to start cleaning up the books. Is it because the company has not been set up as my client? 

1 reply

katherinejoyceO
katherinejoyceO
December 8, 2022

Hello Victoria_M, 

 

Thanks for sharing your concern with us today. That is correct! You'll need to add your client, so you can view and start using the Books review tool. 

 

Here's how:

 

  1. Go to the Clients menu, then click Add client.
  2. Enter all necessary details.
  3. Make sure your client has a subscription, then click Save.

 

After that, click the Review Data option beside your client's name to view their books.

 

You can bookmark this article as reference to your bookkeeping journey to ensure your clients' data are accurately reviewed: Mange Books in QuickBooks Online Accountant.

 

Get back here in this post if you have additional concern in managing your clients' books. We're always here for you.

 

Terms & ConditionsAccessibility statement