SALE EXTENDED 70% OFF QuickBooks for 3 months*   Ends 12/8

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
JoelES
QuickBooks Team

Reply to message

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.

Need to get in touch?

Contact us