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January 31, 2021
Question

Can I re-install a client?

  • January 31, 2021
  • 1 reply
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1 reply

LieraMarie_A
January 31, 2021

Thanks for coming here to the Community, @johnjsykes.

 

To clarify, are you trying to make a client active again in QuickBooks Online? If that's the case, these instructions will ensure your success.

 

  1. Log in to QuickBooks Online Accountant.
  2. Go to the Clients menu.
  3. Click the Gear icon above the Action column.
  4. Check the Include inactive clients box.
  5. Once done, find the inactive client, then click Make Active.

 

On the other hand, if you're unable to see the client's name from the list, you can ask them to invite you to become their accountant.

 

  1. Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
  2. Open the invite email and select the Accept Invitation link.
  3. Sign in with your user ID and password.
  4. If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.

 

This will connect their accounts to your firm again and adds them to your client list. You can now review and make edits to their books.

 

You can also refer to our guide for adding clients to QuickBooks Online Accountant for your convenience.

 

Please don't hesitate to leave a reply below if you have additional questions. We're always here to help.