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elizabeth-sanche
Level 1

Can I set up my quickbooks pro account to do the books for more than one client?

I have just purchased Quickbooks Pro, and currently have three separate clients for who I am doing bookkeeping. How do I set up for various bookeeping clients?
4 Comments 4
4Gal
Level 11

Can I set up my quickbooks pro account to do the books for more than one client?

You can manage multi company files for your clients. You just need to create one company file for each client. You may also consider using QB Desktop with a non subscription license to lower your expense.

elizabeth-sanche
Level 1

Can I set up my quickbooks pro account to do the books for more than one client?

Thanks so much, @4Gal !

 

If I do this through the online version, does this mean I have to purchase a new subscription for each company?

And, If I do through QB desktop, does this mean I can do various companies through one software purchase?

4Gal
Level 11

Can I set up my quickbooks pro account to do the books for more than one client?

One QBO account is for one company file. If your clients don't need to access their data in real time, QB Desktop is enough.

Trish_T
QuickBooks Team

Can I set up my quickbooks pro account to do the books for more than one client?

Hi elizabeth-sanche,

 

In addition to the information provided above, I feel that you would benefit from opening a QuickBooks Online Accountant account, for your firm.  This will allow your clients to invite you to their books, if they are already subscribed to QuickBooks Online.  Once you've accepted the invitation, a 'Clients' list will be automatically created within your firm.  When you're ready to work in your client's  books, you can navigate to their company directly from your firm.  This provides full access with one login!

 

If you have any other questions, please don't hesitate to reach back out.  We would be glad to help!

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