I can see how this situation would be confusing. It's essential to get things working correctly from the start, and I'm here to help you resolve this issue so you can begin working with your clients.
First, let's address the issue of your clients not appearing in the "Go to QuickBooks" dropdown.
The reason you can't see them there is that they haven't accepted your invitation yet. The "Go to QuickBooks" dropdown lets you access a client's QuickBooks company file, once they have accepted your invitation to connect. Until they accept, you won't be able to access their books from your QBOA account.
Now, regarding the email invitations not being received by your clients, let's explore a couple of possibilities. It's possible the invitation email went to their spam or junk folder, so it's a good idea for them to check there first. If they still can't find it, we can resend the invitation.
To resend the invitation:
- In your QuickBooks Online Accountant account, navigate to the Clients tab on the left-hand menu.
- Locate the client's name in the list.
- On the right side of their name, click the dropdown arrow under the Action column.
- Select Resend invitation.
After that, let's clarify your access to a client's books. You are correct that they don't need a subscription for you to start their books, but they do need to accept your invitation first.
Once they accept, they'll be able to create a password and set up their QuickBooks account. You can then access their books, even if they're on a trial period or don't have an active subscription.
Finally, regarding the new QuickBooks Online interface not showing, this can sometimes be a browser issue. While you've already tried clearing your cache and using a different browser, ensure you're logged into your QBOA account, as the new interface is often rolled out to accounting firms first.
If you have questions, let us know in the comments below. We're always here to help.
