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how do i set up a master administrator for quickbooks plus online client?

how do I set up a master administrator for an quick books plus online client?

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QuickBooks Team

Re: how do i set up a master administrator for quickbooks plus online client?

Ask no more, @vb15.

 

To clarify, are you a QuickBooks Online for Accountants user (QBOA) that has created a new QBO company for a client? If so, your Accountant role means that you initially serve as the company's Master Administrator. As long as the client is using QBO Essentials or Plus, you can transfer that role to the client's user using the steps below:

 

Adding a User in QuickBooks Online

  1. From QuickBooks Online, click the Gear icon (⚙) and select Manage Users.
  2. Click Add User.
  3. Enter the client's e-mail.
  4. Follow the instructions at the recipient's email address to add their user.

You can learn more about adding or removing users from our thorough guide here as well as the quick video I've included below:

 

Once you've done this, you set the client's user up as the new Master Admin. Our guide on Transferring the Master Admin Role is sure to be of help with that. These resources will help you get the client's QuickBooks set up the way you need them with ease.

 

Please touch base with me here should you have any additional questions or concerns, the Community will have you covered. Thanks for dropping in, cheers to a productive week ahead.