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pw2000
Level 1

QUickbooks Self employed - How do I send invitation so client can log in

I have the accountants account for quickbooks online.

 

I r3ecently added a client for QBSE as he did not need QBO.

 

 

I can access it in my accountants log in.

 

But how do I give access to QBSE to my client ?

 

I cannot see how to send an invitation.

 

 

I have phoned up and tried helplines but just keep getting passed to another person.

 

Thanks

 

 

3 REPLIES 3
Ashleigh1
QuickBooks Team

QUickbooks Self employed - How do I send invitation so client can log in

Hello Pw200, 

 

Welcome to the Community page, 

 

How did you set up the Self-employed account in your Quickbooks?

 

Did you do it in the accountant profile section? 

  

pw2000
Level 1

QUickbooks Self employed - How do I send invitation so client can log in

I logged into my Quickbooks online Accountant.

 

Where my clients are listed I clicked New client and selected QBSE for £4 per month.

 

 

I can access it from my QBO accountant but how does my client access it.

 

I don`t want to give him my username and passwords to access all my other clients.

 

thanks

 

 

Ashleigh1
QuickBooks Team

QUickbooks Self employed - How do I send invitation so client can log in

Thanks for letting us know how you added them. 

 

What you will need to do is on this one you will need to transfer the billing to the client. By doing this makes the account inactive. 

 

Then you will need to set up a new account for the client again but this time enter the client's email address in rather than yours so your client then gets an email that will invite them to see their account. 

 

 

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