How to send an Invitation to a new client

Hi @systemeinterieurwaterloo,

Connecting with your clients in QuickBooks Online is mutually beneficial, as you'll be able to easily get your bookkeeping work done while saving your client's time!

If your client already has QuickBooks Online or Self-Employed, ask them to invite you to become their accountant:

1. Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
2. Open the invite email and select the Accept Invitation link.
3. Sign in with your user ID and password.
4. If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.

I'd recommend reviewing this article: Add clients to QBO Accountant

I hope this helps.

Take care.