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Established Member

External Accountant

In my clients quickbooks desktop.  I want to be an external accountant.  Should I sign up in there quickbooks desktop using my Intuit sign in with my email address and password?

 

How do I access my clients quickbooks desktop from my program.

 

I am a ProAdvisor but this is new to me.

 

Deanna

3 Comments
Established Community Backer ***

Re: External Accountant

Desktop companies can have multi user access and be hosted for remote access but it has nothing to do with your online account. 

 

If you are to work on their books during the year they need to send you a,backup file you can load in your licensed copy of desktop for same year. And THEY must refrain from data entry while you work.

 

If this is year end tax work they send you an accountants copy you open in your licensed copy of Dektop Accountant version that you can get free with your annual $349 Desktop pro advisor membership. You work on it and send back a change file for them to import.

Established Community Backer ***

Re: External Accountant

QBO clients will invite you, you get an email link, and then add them to your QBOA.

Established Community Backer ***

Re: External Accountant