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D
DSLIVE
August 13, 2022
Question

Help needed - stuck in accountant online

  • August 13, 2022
  • 2 replies
  • 0 views

Hi,


This morning I created some problem for myself. I have QB online. I also have/had an Accountant Online.
The QB online was my mainstay and I enacted the Accountant online (didn't cost anything) some months/years ago to play around, but never used it. This morning I was playing around and went into Accountant online and tried importing My company, which maybe I did correctly? I was just seeing what that would look like.. anyway, now I can't get back to be able to log in just as my company, and even in accountant view, I cannot see my company.... so need help. :-)

Thanks!

Dan

2 replies

L
LeizylM
August 13, 2022

It's nice to see you here in the Community, DSLIVE. 

 

I'm here to ensure you can see your company in the QuickBooks Online account.

 

Let's perform some basic browser troubleshooting to rule out the possibility of a webpage issue. You'll want to access your QuickBooks Online account in a private browser or incognito.

 

Here are the keyboard shortcuts:

  • Safari: Command + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

 

If you can see your company, let's go back to your regular browser and then clear its cache and cookies to start over fresh. In case the issue persists, you can switch to other supported browsers.

 

I recommend visiting this link: Account Management. These will provide links about managing your QuickBooks Online account, income, expenses, inventory, and running reports.

 

I’m always here if you need further assistance viewing your company in QuickBooks Online. Take care and have a great rest of the day.

D
DSLIVEAuthor
August 13, 2022

Unfortunately, this did not work.

 

What else can I try?

 

Also - attached is what I see when I login. 

I can send more snapshots. Let me know what you want to see. Thanks!

 

D

A
AbegailS_
August 13, 2022

Hi there, @DSLIVE.

 

I'm here to make sure that you can switch back to your QuickBooks company.

 

If you're logged in to your QuickBooks Accountant (QBOA), please make sure to select the company that you added.

 

 

Here's how:

  1. Select the Go to QuickBooks dropdown.
  2. Choose the company file you want to access.
  3. When you’re ready to switch companies, select the dropdown beside the client’s company name.
  4. Select Back to practice to return to your firm or the name of a client’s company to switch.

 

If you don't still see the client, please refer to this article for more troubleshooting steps: How to find a company that is missing from the QuickBooks Online Accountant client list.

 

I've also added this link about managing clients in QBOA: Manage clients. This can help your clients list up-to-date.

 

Please don't hesitate to reach back out to us if there's anything else you need. We're always here to help. Have a good one!

JessT
JessT
August 14, 2022

Hi DSLIVE,

 

I can see that my colleagues have already provided the steps that we can share from here. At this point, it's best if you can reach out to our QBO Support so they can use more tools to check this further. They are available weekdays from 6 AM to 6 PM PT.

 

You can always go back to this thread if you have more concerns. Have a good one.

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