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Replying to:
MaryLandT
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Let me help search the client name on your QuickBooks Online account, kim-ashleymartin.

 

You need to check if a client's company is connected and what to do if it isn't. Even if a client is on your list, their QuickBooks company may not be connected to your firm. 

 

Here's how to solve it:

 

Solution 1: See who's connected:

  1. In QuickBooks Online Accountant, go to Settings , then select Switch Company.
  2. Select the drop-down ▼ symbol under your QuickBooks Online Accountant firm name.
  3. Look for your client's company.

 

If their company isn't on this list, it's not connected. You can ask the client to invite you to be their accountant again.

 

Solution 2: Check the client's business name

 

If you see your client and their company is connected, but can't find their company, don't worry. Go to your client's profile and make sure their business and display names match:

 

  1. In QuickBooks Online Accountant, go to the Clients menu.
  2. Look for your client and select Edit.
  3. Review the business name, display name, and personal names.
  4. Click Save.

 

Solution 3: Make sure you still have access

 

If other members of your team can open the client's company, you may not have the right permissions. Ask your QuickBooks Online Accountant firm admin to give you access:

  1. Sign in to QuickBooks Online Accountant as a firm admin.
  2. Go to the Team menu.
  3. Select your name, then go to the Client Access tab.
  4. Mark the checkboxes for the client companies you need access to, then click Save.

 

Additionally, if the company checkbox is already checked, uncheck it and select Save. Open the Client Access tab again, mark the checkbox, and click Save.

 

You can also browse this link to learn how to access the client's data: Open and review clients' QuickBooks Online.

 

Stay in touch with me if you have follow-up questions about searching for a client. I'm always right here to help you.

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