For one of my QBO Plus clients, their working papers link does not appear on the client dashboard. How do I access it and correct the dashboard so that the link appears?

Hi there, 

Accounting professionals using QuickBooks Online Accountant can take advantage of even more organization tools with WorkPapers! It's awesome to hear that you're using this tool to save yourself time. I know how vital it is to gain access to the WorkPapers link. I'll provide the steps on how to do that once logged into your client's account.

How to access WorkPapers

1. Login into the QuickBooks Online Accountant firm where you'll see the client you were granted access to.
2. Select the hyperlink text under the WorkPapers column, or if you're logged into the client file, visit the link: https://ca.qbo.intuit.com/app/trialbalance.
3. The screen will display a Working Trial Balance. You can adjust entries by clicking on the + button. You can also browse for documents, drag and drop, or leave notes for team members under the WorkPapers column.

If you're having issues accessing the link, try clearing the cache and cookies to give your browser a reset. Stored Internet files build up over time as you browse, and they can cause bugs and other issues with sites like QuickBooks Online. Here's a list of steps explaining how to clear the cache and cookies based on your browser: Clear cache and cookies to fix issues when using QuickBooks Online.

If the issue continues to persist, try using an Incognito window in Google Chrome. This is a private window that runs separately from the rest of your browser, and it doesn't store cache and cookies the same way a regular browser would. Here's how to use it: Browse in private. 

You can also try using a different browser all together. 

If you're still running into issues, please reach out to our tech support team so an agent can take a closer look at what may be happening.

Cheers.