You can access client information in QuickBooks Online by navigating to the Clients tab.
Here's how to open a client:
- Log in to your QuickBooks Online account.
- Click on the Clients tab located on the left-hand side of the screen.
- You can search for a specific client by typing their name or company name in the search bar.
- Alternatively, you can browse the list of clients by scrolling through the list or using the filters available at the top of the screen.
- 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:
- Log in to QuickBooks Online.
- Click on the Clients tab.
- Type "Acme Corporation" in the search bar and press Enter.
- 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.