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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
mtdbookkeeping70
Level 1

I have signed a client up to QB but I am unsure how to give them access to their account? They haven't used it before, I assumed they would be sent an invite ?

I am relatively new to QB and have previously been sent invites by clients to be added as a user.
1 REPLY 1
ChristieAnn
QuickBooks Team

I have signed a client up to QB but I am unsure how to give them access to their account? They haven't used it before, I assumed they would be sent an invite ?

Hello there, mtdbookkeeping70.

 

I'll provide different insights on how signing a QuickBooks account and adding a user works in QuickBooks Online. I'll also ensure that your client can access to the newly created QBO you've signed in.

 

If you used your client's information to sign a QuickBooks account, you can share the login credentials with the client. This allows the person to access the created account at any time to manage financial data.

 

Then, you can request that the client invite you to become their accountant if you already have a QuickBooks Online Accountant. This way, you may go over their books, make changes, and work on any difficulties. 

 

Here's how:

 

  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.

 

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.

 

However, if the info you entered while creating the QBO account is your personal details, you can add the client as a company administrator. This gives the client full access to the QBO and lets them do whatever the primary admin can, except update or delete the primary admin's access. You can follow the instructions outlined below.

 

  1. Click the Gear icon ⚙ and select Manage users.
  2. Choose Add user, then enter the user’s name and email address.
  3. Select the Roles arrow dropdown, then select the role you want to assign to the user.
  4. Review the features this role gives access to. You can expand each section.
  5. Select the Account management settings you want to manage (if applicable for the chosen role).
  6. Choose Send invitation.

 

After that, the client receives an invite to join the company. Ask him/her to select the Let’s go! link in the email. They can create a new Intuit Account or just sign in if they already have one.

 

In case you need steps to view the user's usage limits for each subscription level, you can read this post: Learn about usage limits in QuickBooks Online.

 

Feel free to message again if you have additional concerns. I'm always around here to lend a hand, mtdbookkeeping70. Take care!

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