Question

Why can't I see all my clients when I click on the Go to client's QuickBooks dropdown on my QB Accountant home page?

Forum|Forum|7 years ago
January 21, 2019
2 replies
32 views

No text available

QuickBooks Online

M

MaryGraceS

Moderator

Hi there, @Mark_Schwanbeck.

Thank you for posting in the Community. Allow me to help share some possible solutions to see all your clients.

There are a number of reasons why you might not find your client in the QuickBooks Online Accountant Client list.

The incorrect login is used
You were not invited as the Accountant
Firm access to the client was removed
The client was moved to the inactive list
The client was renamed in the QuickBooks Online Accountant Client List

To start, let's verify if the client is moved to the inactive list.

Here's how:

On the left pane, select Clients.
Above the ACTIONS column, click the small Gear icon.
Put a check in the Include inactive clients box.

If you don't still see the client, please refer to this article for more troubleshooting steps: How to find a company that is missing from the QuickBooks Online Accountant client list.

For additional help, feel free to reach out to our Customer Care support assist you further.

Here's how:

Go to https://help.quickbooks.intuit.com/en_US/contact.
At the top right, select your QuickBooks version.
Select a topic.
Click on the Get Phone Number or Start a Message button.

These resources should help to get you back on track.

I'm just a few clicks away if you have any other questions about your finding the missing client's on the list. I'll be delighted to be your guide once again. Have a great day.

1

1402058880

hi

I have followed your instructions and done the troubleshooting and I am still having trouble accessing client file.

Please advise what i can do.

thanks

carmen

PreciousB

Level 6

Thank you for trying the steps above, 1402058880.

Let's make sure you can view all the clients on your QuickBooks Accountant.

Since you’ve already performed the recommended troubleshooting, I suggest contacting our QuickBooks Accountant Customer Care Team. They have the resources and tools such as screen-sharing to help you investigate this further. Please let the representative know what you've tried so far, so we don't recommend the same troubleshooting.

Here's how to reach us:

Select the Help icon in the upper right of the screen.
Choose Contact us on the pop-up.
Enter a topic in the How can we help? field (ex. support) and choose Continue.
Click Get our phone number.
Enter your contact information.
Click Call me.

You can always go back to the article provided by my colleague above for further guidance.

This information should help you get pointed in the right direction.

I'd also appreciate if you can update me on how it goes. I'll be here if there's anything else you need. Have a great day.

A

Anonymous

Having the same issue where Internet Explorer isn't even showing a drop-down menu at all. However, it's working just fine in Chrome.

Sigh, Intuit. You would make converting from QB Online to Desktop a huge pain.

G

GingerTexas

Yes, same for me. Trying to export data back to desktop.

Pabz_L

Hello there, @GingerTexas.

When you experience unexpected behavior in QuickBooks Online, we recommend performing the basic troubleshooting steps which are clearing your browser's cache.

You can follow the steps above given by my colleague. Please make sure that you’re using your default browser when performing the steps.

You can always use other browsers like Chrome, Safari, or Edge if the steps didn’t work.

Also, you can use this handy article if you have other issues with QuickBooks Online. Help articles.

Feel free to fill me in if you have any other questions. Have a nice day!

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