

Transfer clients with existing QuickBooks subscriptions to your ProAdvisor Preferred Pricing plan Your accountant will be sent an email with a link to sign into your QBO company. Enter the accountants name and email address. You can use it to run a 5 million or a 25 million business for a few hundred bucks. Step 1: Log into QuickBooks Online Accountant Step 2: Once you have logged into your account, click on the button that says '+ New QBO Company' in the upper right corner. You save money because QuickBooks is so affordable.

Here are the directions to add new clients to your account. Select the Settings icon then Manage Users. Adding a new QuickBooks Online client is quick and easy with QuickBooks Online Accountant.

Here's what to do if you can't accept their invitation. Managing accountant users in QuickBooks Online Sign in to QuickBooks Online (QBO). You can now review and make edits to their books. When you accept the invite, QuickBooks connects their accounts to your firm and adds them to your client list. One popular option - that delivers on each of these counts - is Mountain View, Calif. If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.Sign in with your user ID and password.Open the invite email and select the Accept Invitation link.Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.If your client already has QuickBooks Online or Self-Employed, ask them to invite you to become their accountant:
