If your client already has QuickBooks Online, ask them to invite you to become their accountant:
- Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
- Open the invite email and select the Accept Invitation link.
- Sign in with your user ID and password.
- If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.
When you accept the invite, QuickBooks connects their accounts to your firm and adds them to your client list. You can now review and make edits to their books.
If you can't connect, don't worry. Here's what to do if you can't accept their invitation.
Transfer clients with existing QuickBooks subscriptions to your wholesale discount plan
If a client wants to become part of your wholesale discount plan but already pays for their subscription, follow these steps to transfer their subscription.