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hisanr
March 14, 2020
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I have a quickbooks accountant account but one company shows separate and I am unable to add it in the quickbooks accountant. please advice how it can be added?

  • March 14, 2020
  • 1 reply
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Best answer by Rea_M

I appreciate you for providing complete details above to clarify the issue about your client list, @hisanr.

 

You're correct. The region plays a big role when adding your client's account under your firm. Currently, connecting to a client's QuickBooks Online (QBO) company from a different region isn't an option.

 

You're able to access your client's company that's based in Asia because you're added as one of its users (Company admin or Standard user).

 

If you wish to add more clients in QuickBooks Online Accountant, you can refer to this article for the complete details: Add a new client in QuickBooks Online Accountant. It contains steps on how to deal with clients who doesn't have QBO account and those with an existing one.

 

The Clients Overview tab allows you to engage with your clients company set up, banking activity, and common issues. To learn more about it, kindly refer to this article: Client Overview in QuickBooks Online Accountant.

 

Please let me know if you have other concerns. I'm just around to help.

 

 

 

1 reply

R
RaymondJayO
March 14, 2020

I've got the steps to add a separate company in your QuickBooks Online Accountant (QBOA) account, @hisanr. 

 

Based on your scenario, it looks like your firm access to the client was removed. That's why you're unable to add their company to QBOA. 

 

First, I'd suggest confirming with your firm members if they can access the client's company. Once verified, please have the firm owner or the member perform the following steps: 

  1. Go to Team from the left menu. 
  2. Select the user that's unable to access the client from the list of team members. 
  3. Go to the Client Access tab.
  4. Check the box next to the client you want access to.
  5. Hit Save. 
  6. If the client is already checked, uncheck it and save the changes. Then, choose the client and click Save again. 

 

The screenshot below shows you the third to fifth steps. 

 

However, if you've confirmed that none of your firm members can access the client's company, have the client re-invite you as an accountant user. They will be added to your client list when you accept their invitation. This also gives you access to their company. 

 

For your reference, see the Other members of my firm can access the client company and None of the members of my firm can access the client company section through this article: Fix Missing Company From the Client List. This link also provides you other solutions to get the client added to your QBOA account. 

 

As always, I recommend visiting this website: Managing Clients. You'll find steps on how to edit clients' info, make them inactive, and reactivate them. This helps you keep your client list up to date. 

 

I'll be right here to help if you need further assistance. Enjoy the rest of your weekend, @hisanr. 

    H
    hisanrAuthor
    March 14, 2020

    Hi, I really appreciate your detailed reply. But I have full access to all the companies its just not in my QB accountant edition account. It could be a problem of the region as the company that is outside my firm account is based in Asia. This screenshot might shed some light on the problem. 

     

    I want to combine all the companies under my QB accountant edition. 

      R
      Rea_MAnswer
      March 14, 2020

      I appreciate you for providing complete details above to clarify the issue about your client list, @hisanr.

       

      You're correct. The region plays a big role when adding your client's account under your firm. Currently, connecting to a client's QuickBooks Online (QBO) company from a different region isn't an option.

       

      You're able to access your client's company that's based in Asia because you're added as one of its users (Company admin or Standard user).

       

      If you wish to add more clients in QuickBooks Online Accountant, you can refer to this article for the complete details: Add a new client in QuickBooks Online Accountant. It contains steps on how to deal with clients who doesn't have QBO account and those with an existing one.

       

      The Clients Overview tab allows you to engage with your clients company set up, banking activity, and common issues. To learn more about it, kindly refer to this article: Client Overview in QuickBooks Online Accountant.

       

      Please let me know if you have other concerns. I'm just around to help.

       

       

       

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