QB Issue Resolution:

Issue: You had a client in your QBOA Client List and they are no longer showing.

Details: In QuickBooks Online Accountant, accountant users seats are designed and reserved for users within the firm and are not intended for them to invite external accountants. In order to be prepared for migration to the new QuickBooks Online Accountant, you will need to have your client re-invite you as a regular company user.

This action is necessary in order to get your subscription ready to migrate to the new QuickBooks Online Accountant.


To regain access to your client’s file:

Have your client invite you as a regular company user:
Client signs into their QBO file.
Click the Gear icon > Manage Users.
Under Manage Users, click New.
Select Regular or Company Administrator, and then click Next.
Select the desired access rights (usually All) and click Next.
Select the desired administrative rights and click Next.
If desired, enter the accountant’s email address and name. Then, click Next.
Click Finish.
You, as the accountant, will receive an email invitation and will need to accept it.
Log in to the client account through qbo.intuit.com until you have been migrated to the New QBOA. After you’re migrated, you will see them on your client list again.

Answer ID 6754
Products QuickBooks Online Simple Start (H)
QuickBooks Online Essentials (H)
QuickBooks Online Plus (H)
Categories Using This Product
Date Created 02/18/2015 09:38 AM
Date Updated 02/26/2015 12:49 PM
Allow Crawling? Yes

Resolution for Issue 'Client missing from QBOA Client List.' available: Yes (Solved).
Source: Intuit Community forum.

Client missing from QBOA Client List.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for client list
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Error Recovery for client list [Canada]
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