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R
rjlane
December 10, 2023
Question

New Client not on Client List

  • December 10, 2023
  • 1 reply
  • 0 views

New Client not on QB Accountant List.  Was I added as the wrong type of user?

 

I can see the client when I log in at: QuickBooks Online companies but not on the QB Accountant List.

1 reply

K
Kurt_M
December 10, 2023

Thanks for joining the Community space, @rjlane. We'll supply the information you need about adding clients in QuickBooks Online Accountant (QBOA).

 

In QBOA, you can add clients with existing QBO companies or those who haven't started their QuickBooks journey. Depending on the situation, if your client has their own QBO account, they may have invited you to be their accountant, but you haven't added them to your accounting firm. We'll be happy to input the steps below:

 

  1. Access QuickBooks Online Accountant company.
  2. On the left navigational bar, go to the Clients tab.
  3. Click Add client.
  4. Enter the necessary details.
  5. Once done, click the Save button.

 

For more details, see this page: Add clients to QuickBooks Online Accountant.

 

If the issue persists and if you have multiple accounting firms, you'll want to ensure you're using the one associated with the invitation from your clients.

 

In addition, you can visit this page to know more about how to handle clients in QBOA: Manage clients in QuickBooks Online Accountant.

 

@rjlane, feel free to comment below or visit us anytime if you need further assistance managing clients inside QuickBooks. We'll be here, and we'll make sure to respond as soon as possible. Keep safe.

R
rjlaneAuthor
December 12, 2023

Not quite the answer I was looking for.  The client has already added me as a User.  I don't need to send them an invite.

M
Mark_AG
December 12, 2023

Hi there, @rjlane.

 

You'll need to ensure you have invited your accountant through the Accounting Firms or Accountant tab in Manage users. This way, you'll send an email invite to your accountants using the correct type of user, and they will appear on the Accountant List.

 

Here's how:

 

  1. Go to the gear icon.
  2. Select Manage users.
  3. Go to the Accountants tab.
  4. Fill in your accountant's email in the text field and click Invite.

 

Once your accountant accepts the invite, they can now access QuickBooks Online Accountant, and you can see them in the Accountants List.

 

Furthermore, here's an article to learn how to remove an accountant for your future reference: Remove an accountant user in QuickBooks Online.

 

Let me know if you have further questions about adding accountant users in QuickBooks Online. I'd gladly help you anytime.

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