Skip to main content
September 25, 2021
Question

How do i sign out of one client to enable me to sign into another client?

  • September 25, 2021
  • 1 reply
  • 0 views
I cannot sign out of one client to enable me to sign into another client. How can I do this?

1 reply

September 25, 2021

I can walk you through how to switch clients in QuickBooks Online (QBO) Accountant, @tasabaro22.

 

Here's how:

 

  1. From the toolbar, select the drop-down menu with your client's name.
  2. Select Back to practice.

 

It allows you to get back to your QBO Accountant page. Use the same toolbar to open a different client that you want to view. These are the steps to switch clients. Take a look at this article for more information: Open and review clients' QuickBooks Online or Self-Employed accounts

 

To stay on top of what you need to review for each client, I suggest you open this article: Do books reviews to finish your clients' open tasks.

 

Don't hesitate to leave a comment below if you have additional concerns. I'll be sure to get back to you. Enjoy the rest of the day!