For accounting professionals. Not an accountant?

QUICKBOOKS ONLINE ACCOUNTANT

Training and onboarding for your clients

Help get your clients going—fast

An accountant goes over finances in QuickBooks with a small business owner client.

Bring your clients and their data into QuickBooks Online Accountant

The Add client screen in QuickBooks showing fields for basic information

How to add clients in QuickBooks Online Accountant

• Sign in and add


Sign into QuickBooks Online Accountant and click the Add client button in the top right.

• Personalize and choose


Fill in your client’s info, select the product that’s right for them and save.

• Add users and access


Click the plus symbol in the top right and select User to add your clients and specify access.

A woman smiles while working on her laptop with a glass of orange juice nearby.

Move your clients’ books to QuickBooks Online

1. Do it yourself with the Quick-start DIY guide to conversion

2. Get help from the Service Delivery team. They can assist with 4 types of conversion:

• QuickBooks Desktop & Enterprise Learn more

• Sage 50 Learn more

• Xero Learn more

• Acomba Learn more

Contact your account manager to get started. 

Get your clients QuickBooks Online optimized

Image Alt Text

Video tutorials

Your clients can access a range of quick tutorials to build their QuickBooks Online skills.

Learn more
Image Alt Text

Self-serve & search

Your clients can search and find the answers they need to run their businesses with QuickBooks Online.

Learn more
Image Alt Text

Small Business Center

Your clients can access free guides, tools, videos, and resources to help build their small businesses.

Learn more

Start using QuickBooks Online Accountant today


Sign up for free

Your privacy

We collect data when you use our website to improve its performance. Doing so also helps us provide a secure, personalized experience. Select 'Accept cookies' to agree or 'Cookies settings' to choose which cookies we use. You can change your preferences anytime by clicking the 'Manage cookies' link in the footer.

Choose your cookie preferences

Some cookies are needed to make our website work and can't be turned off. But we need your consent to use others that are not essential. You can make your choices below and update them at any time using the 'Manage Cookies' link. To find out more, visit our Cookies Policy.

These cookies are necessary for the site to function. They also help us keep your data safe.
These cookies allow us to enhance your experience and remember your preferences, region or country, language, and accessibility options.
These cookies tell us how customers use our website. We study and organize this data to help us optimise our content and provide you with personalised experiences.
These cookies help us provide you with relevant communications and ads in our products and on other sites.