Getting started with Intuit Accountant Suite

Adding clients allows you to connect client financial data to your workspace, so you can provide the best possible accounting services. You can add both QuickBooks and non-QuickBooks clients, and you can add and transfer clients to your wholesale discount plan.

Check out the Add Clients to QuickBooks Online Accountant help article to learn more.

Adding and managing user profiles enables you to assign and customize roles to help support operations and bookkeeping. You can customize each role and give individual permissions for specific tasks.

Check out the Add and Manage Users help article to learn more.

Yes. Managing team access to client files with roles based access lets you customize and control who sees and works on what. You can add permissions to customize and limit access to sensitive data, or restrict actions for particular employees.

Check out the Change your Team's Admin Access in Intuit Accountant Suite help article to learn more.