How do I access the Books Review Center in Quickbooks with the Craig's Design and Landscaping sample company?

Welcome to the Community, Steve.

Let me help you with accessing the Books Review column in QuickBooks Online (QBO).

You’re right, the Books review feature is exclusive to QuickBooks Online Accountant (QBOA). Since the Craig's Design and Landscaping Sample Company used in training is a standalone sample file, the feature isn’t accessible there.

To utilize Books review during ProAdvisor training, you’ll need to add a company as a client in your QBOA firm account. Once added, you can access it from the Client list.

Here's how:

 

For further assistance with QuickBooks-related questions, feel free to reply below.

Thanks JayAnne_C,

So I have added that client, and they show up under the Overview tab, but not under the Bookkeeping tab. I saw a link in the Bookkeeping tab saying Add a Bookkeeping Client, which I then tried to do, but that ended up duplicating the client in the Overview tab. I still don't see them on the Bookkeeping tab. Not sure what I'm doing wrong...

I would love to add a screenshot, but this interface with the community doesn't think I'm logged in (even though I am) and will not let me add attachments..

Thanks for your help.

steve_h

Thank you for reaching out to the Community, Steve.

Let’s explore why the added client is not appearing under the Bookkeeping tab.

In QuickBooks Online Accountant (QBOA), when you add a client, you have two options: adding them with a subscription or without a subscription. If you added a client with a subscription, they should appear under the Bookkeeping tab. However, if you chose the option that does not require a subscription, this is why the client is not visible under the Bookkeeping tab, as that option is intended for tracking purposes only.

As a workaround, you can edit the client to select the subscription option for them to display under the Bookkeeping tab in your QBOA account.

Here’s how to do it:

1. Go to the Clients menu.
2. Choose the client that you want to edit.
3. Click on Edit client in the Actions column.
4. Fill out the required information.
5. Select Yes, add a subscription.
6. Follow the on-screen instructions to complete the process.

If you have any further questions, please feel free to reach out. We are happy to assist you.

Thank you JoelES for your quick reply.

This approach prompts me to pay, or pass the payment on to the client. I have done the latter, but it looks like I (they) get a 30-day free trial period. I guess my access to this test setup is for a limited time...

Thanks,

Steve_H

Hi there, Steve_h,
 

You’re on the right track with adding your client to your QuickBooks Online Accountant (QBOA) account. Let me provide some additional insight to help clarify things for you.
 

To view your client under the Bookkeeping tab in your QBOA account, your client needs to add you as their accountant on their trial account. Once added, you’ll be able to access their account and collaborate seamlessly, even during their trial period. For detailed guidance, you can refer to this helpful article: Invite accountant users.
 

If the trial expires, your client will have the option to reactivate their account by subscribing to QuickBooks Online (QBO). This will ensure uninterrupted access and continued use of the platform beyond the trial period.

If you have any further questions about QuickBooks, feel free to drop a comment below.