How to manage your client list

Before you get to manage a client list, you need to have clients! Ask your clients to invite you to their account so you can properly manage their books.

Accept your client’s invitation

Once you receive the email, just select ACCEPT INVITE on the invitation. Your status now shows as an Active Accountant on your client’s account.
Note: Transfer primary administrator is different from giving permission rights to Accountants. It means transferring the full administration rights of the company to an internal employee.

What’s my permission rights?

You can only be a Company Administrator. Company Administrators have all access rights within QuickBooks Online and for every other service the company subscribes to.

Are you using a different email?

If your client sent the invite to a different email, they need to resend the invitation. Ask them to do this:

1. Select the Gear icon on the Toolbar.
2. Under Your Company, select Manage Users.
3. Go to the Accountants tab.
4. Under the Action column, select the drop-down beside the wrong account or email.
5. Select Delete, then Delete.
6. Ask them to re-invite you using your correct email address.

Access client files

1. Log in to your QuickBooks Online Accountant account.
2. From the left menu, select Clients.
3. Select the appropriate client.

Add clients

1. From the left menu, select Clients.
2. At the upper right, select Add client.
3. Complete the Client contact information, then choose the appropriate QuickBooks subscription.
4. Mark the Make me the Primary Admin of this client’s QuickBooks company. box if you like to be the primary admin.
   Note: If you want to add team members of your own firm so they can access the client's company file, under Team access, select the appropriate member/s.
5. Select Save.

Deactivate clients

1. From the left menu, select Clients.
2. Select the name of the client.
3. At the upper right, select the Edit client drop-down.
4. Choose Make inactive.

View inactive clients

1. From the left menu, select Clients.
2. Select the Gear icon above the Actions column.
3. Mark the Include inactive clients