For accounting professionals. Not an accountant?

INTUIT ACCOUNTANT SUITE

Training and onboarding for your clients

Get your clients up and running, fast.

Smiling accountant managing client list on laptop

Bring your clients and their data into Intuit Accountant Suite

How to add clients in Intuit Accountant Suite

  • Sign in and add: Sign in to Intuit Accountant Suite and navigate to your Client List. Then select 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: To add users, visit the users page within your firm hub. Once there, select Add user in the top right to add your clients and specify access.

Coworkers collaborating at laptop in cafe

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:

Coworkers collaborating in modern office

Help your clients get the most from QuickBooks Online

Self-serve & search

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

Small Business Centre

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

Start using Intuit Accountant Suite today

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