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Buy nowLet 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:
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:
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:
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.