I recently added a new Client to Quickbooks. I can access the account and add time to their bill, but others in my office can't. What did I do wrong?

Other clients I have added have come up as searchable and billable, so I'm not sure why this one isn't. I do have a client with the same name, but the charges on the same-name client are still correct (so I know the charges for the new client aren't showing up there). 

Answer

Let's review your teammates access so they can view this client's account, miller.

Are you using QuickBooks Online for Accountants? If so, it could be that your other Officemates we're not invited as an Accountant or their Firm access to the client was removed. 

To resolve this, check if your other members can access the client's company. They should be the firm owner or another full access user. Let them perform the following steps:

  1. From the Team tab, go to your team member that can’t access the client.
  2. Select the Client Access tab and put a check-mark to the specific access.
  3. From here, re-check the client and save the changes.

Your team members can now view this client. Check this article on how to find a company that is missing from the QuickBooks Online Accountant client list for more information. 

    Stay in touch about how it goes and if you mean something else, by leaving a comment below. I'm always glad to help in any way I can. Have a great rest of the day. 

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    IntuitMaryJoy , Community Support Specialist
    Employee SuperUser

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