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munirca
Level 1

Hi, Being an Accountant how do I get access to a Clients QB? At the moment I have no Clients listed, as I am new to QB.

 
1 REPLY 1
EmmaM
QuickBooks Team

Hi, Being an Accountant how do I get access to a Clients QB? At the moment I have no Clients listed, as I am new to QB.

Hello Munirca

 

You can ask your client to invite you as an accountant user. To do this they would need to go to the cog in their QuickBooks product>manage usersaccounting firms>invite>then they just need to add in your email address. It will then send you an invite to your email which you just need to accept with the same password you use for QuickBooks. Then they will be showing in your client list.

 

Emma

 

 

 

 

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