Discount Sign Up Clients

Sign Up Clients from QuickBooks Online Accountant

Have the flexibility to oversee the process from your own dashboard and give clients the peace of mind knowing their transition to work online is in good hands.

How to sign up clients through your QuickBooks Online Accountant dashboard

 

QBO Accountant Dashboard
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Click the "Add client" button on the top right of your screen.

 

 

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Fill out the client's contact information.

 

 

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Choose a QuickBooks Online product to which to subscribe this client.

 

 

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Select a billing option. Either the client pays for their subscription directly, or you can manage their subscription wholesale.

 

 

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Click "Save"

 

 

 

Sign in to QuickBooks Online Accountant to get started

 

Sign In