How to Add a Client in QuickBooks Online Accountant

You can access your client’s books right from QuickBooks Online Accountant. Adding a new client who doesn’t already have a QuickBooks Online subscription is easy. Let’s go over the steps for creating a client and the different discount options you have. If your client already has a QuickBooks account, they should invite you as an accountant user instead. Check out this video for how to do that:

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We have over 100 step-by-step tutorials to help you master QuickBooks. Browse our entire library by topic:

Getting Started – https://bit.ly/2PaHuGz
Accounting Basics – https://bit.ly/2Jc5dSX
Sales – https://bit.ly/2Weq7WV
Invoicing – https://bit.ly/2JelfeQ
Expenses – https://bit.ly/31HK89r
Reports – https://bit.ly/2MADTzM
Reconciliation and Preparing for Tax Season – https://bit.ly/2MAfydj
Managing Inventory – https://bit.ly/2W8NQaH
Projects (without QuickBooks Payroll) – https://bit.ly/2P9UWdF
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Comments

Do Anyone know to do how create payroll, thank you

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Hi. What if the client neglected to setup password upon setup and the link has expired? Thanks.

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Hey there, Jenny. Just to confirm, did the link to invite them to your QuickBooks expire?

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@QuickBooks What if the client did not receive an invite at all?

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Good presentation – thanks quickboooks

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Hi quickbooks, if I am a bookkeeper do I sign up for an accountant quickbooks subscription and am I able to do my personal books for my business on the same subscription?

Thanks

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Hey there! That is correct. If you’d like to do your books and your clients, you’ll want to do that.

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