I would like to invite the client to access the QB portal we as accountants have setup, where about on the account do I do this please?
Hello k-morris,
Welcome to the Community - thank you for your question!
You can invite your client by going to the cog wheel > manage users and add user. You can then select what type of access they have to the account. This will send an invite to the client via email which they can accept and then set up their own login information.
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