cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
userrinoruzich
Level 2

I added a brand new client to QBO accountant. How do they get access to QBO? Are they automatically invited or do I need to send them an invite?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

I added a brand new client to QBO accountant. How do they get access to QBO? Are they automatically invited or do I need to send them an invite?

You are automatically assigned the Primary Admin. You can invite your clients as Company Admins and/or Users.

https:// quickbooks.intuit.com/learn-support/en-ca/manage-users/add-delete-or-change-user-access/01/262171

 

JamesM4
QuickBooks Team

I added a brand new client to QBO accountant. How do they get access to QBO? Are they automatically invited or do I need to send them an invite?

Hello there. It's great to learn that your business is growing. I'll be happy to share more info so you can achieve your QuickBooks goals with ease. QuickBooks provides the flexibility you need in order to add your client. I encourage you to check out this helpful article here that provides the steps for adding a client to your account. Feel free to ask to ask other questions. I'll be here. 

Need to get in touch?

Contact us