I created a client account last night with the Simple Start subscription, can they now log into QBO app and use? Cant seem to get it to work, asking me to sign up again

How did you subscribe it? Did you click the Buy button, submit your/their payment credentials, and get the welcome screen for the first time? Your client must be able to log in as the Primary Admin using the same email address you used to subscribe.

https://quickbooks.grsm.io/Canada

https://quickbooks.grsm.io/CFIB

I created their account under my clients, and subscribed to Easy start. When I log into the app under me, it gives me the option of working on my books and theirs, but when I log in using their email it asks to subsctibe. Do I need to change them to primary admin?

Thanks for updating this thread, @precise_bookeepi.

We want to make sure your client can login to their company file. When you login to their company file, make sure their email address is in the list of users. Also, try to verify the subscription status of their company.

For now, those are the things you need to check. Please provide us more details in this thread so we can check on it for you.

In the meantime, see these related links about managing clients and their subscriptions:

• Add clients to QuickBooks Online Accountant
• Transfer clients to your wholesale discount plan in QuickBooks Online
• Manage clients in QuickBooks Online Accountant

Mention me on your post anytime. I'll be right here to help your with your QuickBooks concerns. Have a good one!

I have done the same thing in the same way. I used QBOA to create a client, with a new subscription to QBO that I'm being billed for. I am the primary admin for the account. I try to go in and add a user for them to be able to access the account, but it asks them to create an "Accountant" account, and doesn't give them access to the new QBO account. I need them to have access to their account. Please advise.

Hi MRV_Books,

Thanks for joining us here.  It's important that your client can access their QuickBooks Online account effortlessly.  I'd be glad to assist!

Based on the information you've provided, I suggest following these steps to invite the client to their books:

1. Log into your firm and proceed to your Client's account

2. Open their Settings ⚙ and select Manage Users

3. Click on the Users tab

4. Click on Add User

5. Select the User type

6. Enter their email address and hit Save

The user will receive an email from quickbooks-email@intuit.com. It has the business name and a message that includes “Ready to get started? Let's go!"  Here's a helpful guide for your reference.

Let me know if this has been solved.  Your success is important and I'm always happy to help!

Thank you for your timely response.

I see my problem: I was doing everything right, however at the "Users" tab, I don't have an "Add user" I have "Upgrade" Can the Simple Start account not have an accountant administering it? One user only?

Hi MRV_Books,

Thank you for getting back to me.  QuickBooks Online Simple Start does allow only one user on the account and up to two accountants.  In this case, you'll need to upgrade the product to successfully add your client to the books.  

Let me know if this helps.  I'm here for you!

I am the accountant. If it allows for two accountants and the accountholder, they should be able to log in. Can I remove myself as a user, but not as the accountant?

Hi MRV_Books,

When creating a QuickBooks Online account for a client, it's recommended to make the owner of the company the Primary Admin.  With this client having Simple Start, I suggest cancelling the current subscription and then re-subscribe in the above fashion, making them the Primary Admin on the account.  With the subscription being billed to your firm, I encourage you to reach out to your Account Manager, to let them know details of this situation, so they can ensure you're able to use the same client account associated with your firm's billing.  To connect with your account manager, go to ProAdvisor on the left menu, open the Benefits tab and click on Your Account Manager, located just below the points bar.  I hope you find this to be helpful!

I appreciate your help and with it have solved the issue. 

Using your guidance as a baseline, I instead upgraded her account to have more users, created her as a user and made her a Primary Admin, then downgraded her account again. She is now the only user on the account, and I am still the accountant for it.

Thank you!

I am pleased to hear you were able to get this resolved! If you have any other questions, feel free to reach out here.  Have a great rest of the week!

Thanks for posting this thread, I am having the very same problem today.  I did the upgrade made them a user and admin.  Then I downgraded and it removed them.  I tried to cancel and it transferred payment to my client and when I took it back it does not have the discounted rate.  HELP!

Hi QueenB27,

Thanks for joining this thread. Based on what you've described, I encourage you to contact our customer support team to point you in the right direction regarding this. Here are the options available to reach out to our team. 

• Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
• Schedule a Callback: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start.

Let me know if you have questions, I'll be happy to help.