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October 2, 2021
Question

Unable to view client books on quickbooks after logging in and adding the client

  • October 2, 2021
  • 1 reply
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1 reply

Jen_D
October 2, 2021

Thanks for visiting our the QuickBooks Support page, @ca-kac-tax-gmail.

 

I'm here to help you login and access your newly added clients profile successfully. Before anything else, are you getting any error messages or codes when logging in to the new client's company file? Any additional information will greatly help.
 

For now, if you're unable to log in or find them in the client list, try opening a private browser. Unexpected issues in QuickBooks are sometimes affected by the amount of data stored in the cache. This is because a regular browser will constantly overwrite itself and will not remove history unless done manually.

 

Private browsing will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

 

Try copying saving the journal one more time. If it works, clear the cache to resolve browser issues in QBO. Using a different browser can also help.

 

If you have other questions or need further help with this login concern, just post here again. I'll be right here to help. Have a good one!