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How Do I Open a Client in QuickBooks Online?

Published in QuickBooks Online 2 mins read

You can access client information in QuickBooks Online by navigating to the Clients tab.

Here's how to open a client:

  1. Log in to your QuickBooks Online account.
  2. Click on the Clients tab located on the left-hand side of the screen.
  3. You can search for a specific client by typing their name or company name in the search bar.
  4. Alternatively, you can browse the list of clients by scrolling through the list or using the filters available at the top of the screen.
  5. Click on the client's name to open their profile.

Once you open a client's profile, you can access their details, invoices, payments, and other relevant information.

Example:

Let's say you want to view the invoices sent to "Acme Corporation". You would follow these steps:

  1. Log in to QuickBooks Online.
  2. Click on the Clients tab.
  3. Type "Acme Corporation" in the search bar and press Enter.
  4. Click on "Acme Corporation" from the search results.

You will then be directed to the Acme Corporation client profile where you can access their invoices, payments, and other information.

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