I'm very new to QB. once I sign in to QB Accountant, how do I display my clients (for selection?

I need to work on 1 of my clients. How do I select a specific client in QB Accountant?

QuickBooks Team

Hello there, tom274.

To view your client list and select a specific client to work on, here’s how:

1. Sign in to QuickBooks Online Accountant.

2. On the left-hand sidebar under YOUR PRACTICE, click Clients.

3. Use the magnifying glass icon (located next to the Lead accountant filter) to find a client.

4. You can also click the GO TO QUICKBOOKS dropdown above the Company Name, and you may see all your clients who have QB accounts.

This lets you quickly access a specific client or view a summary of all your clients at a glance.

Feel free to reply below if you have further questions.

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