If your client already has QuickBooks Online or Self-Employed, ask them to invite you to become their accountant:
- Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
- Open the invite email and select the Accept Invitation link.
- Sign in with your user ID and password.
- If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.
When you accept the invite, QuickBooks connects their accounts to your firm and adds them to your client list. You can now review and make edits to their books.
If you can't connect, don't worry. Here's what to do if you can't accept their invitation.
Transfer clients with existing QuickBooks subscriptions to your ProAdvisor Preferred Pricing plan
Transfer clients with existing QuickBooks subscriptions to your wholesale discount plan
If a client wants to become part of your ProAdvisor Preferred Pricing plan but already pays for their subscription, follow these steps to transfer their subscription.
If a client wants to become part of your wholesale discount plan but already pays for their subscription, follow these steps to transfer their subscription.
If a client wants to become part of your wholesale discount plan but already pays for their subscription client must first select the "Allow billing transfer to your accountant" link.
The Primary Admin can follow these steps in their QuickBooks Online company:
- Go to Settings
and select Account and settings. - Select the Billing & subscription, then Allow billing transfer to your accountant link.
- Select the name of the accounting firm you want to transfer billing to.
- Once done, select Allow transfer.
Note: Once the client gives you permission, you have two days (48 hours) to finish the transfer.
Once the client has provided permission, follow these steps to transfer their subscription.
Keep in mind if your client has the following product attached to their QuickBooks Online subscription, you can't add it to your wholesale discount plan:
Note: If your client has the following products, active or cancelled, attached to their QuickBooks Online subscription, you can't add them to your ProAdvisor Preferred Pricing program:
- QuickBooks Live Bookkeeping
- QuickBooks Online Contractor Direct Deposit
- FormFly