Skip to main content
July 25, 2020
Question

My client has qbo and sent me the link 'lets go', signing in your screen defaults to standard sign on, every selection starts a qbo 30 day trial. How do I get to my clients account? thank you

  • July 25, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JenoP
July 25, 2020

I'll help you access the client's QuickBooks, Pagosa241.

 

If you've already accepted the invitation, you can access your clients account inside your QuickBooks Online Accountant's account. Here's how:

 

  1. Log in to your QBOA account.
  2. Click the drop-down list for Go to QuickBooks, then select the client's account.

It will automatically route your to the client's account. Here's a quick guide for more details: How to access a client's company in QuickBook Online Accountant.

 

If the client's has not added you as an accountant, provide the steps in this article to send an invitation: Invite or remove an accountant

 

The Community is always here if you need anything else.