Re: Mileage on QBO - Accountant access on clients books

Yes, you can definitely access and view your clients' mileage data and even categorize it just like they do. However, I will explain why you can only view and download your client's mileage and cannot categorize it.

The reason for this is that only the Master Administrator or someone with similar admin rights in your client’s QuickBooks Online account can categorize mileage. If your role is currently set as a regular user, your access to your client's data is limited, including the ability to categorize mileage.

I recommend reaching out to your client to request additional access so you can manage the account more effectively.

Additionally, these articles provide essential information on managing mileage data in your client's account:

• Automatically track mileage in QuickBooks Online.
• QuickBooks can do WHAT? Tracking your mileage.
• Fix mileage tracking issues in the QuickBooks Online mobile app.

Furthermore, you can visit this article: Reimburse employees' mileage and vehicle expenses in QuickBooks Online. This article provides essential details on running mileage reports in the profit and loss report. This functionality not only ensures that businesses maintain accurate records of their employees' travel expenses but also helps in analyzing the impact of these costs on overall profitability.

By reaching out to your client for additional access, you’ll enhance your capacity to manage their account effectively. Don't forget to explore the helpful articles provided to further familiarize yourself with mileage tracking and management in QuickBooks. If you have any more questions or need assistance, don't hesitate to comment down below. Have a great day!