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G R Taylor Accountants
Level 1

giving a client access to one of our purchased licences

Hi

 

As a firm we have purchased 50 licences and need to give one of our clients access to one of them. Can you advise me on how to do this please.

 

Thanks

Solved
Best answer April 27, 2021

Accepted Solutions
Ashleigh1
QuickBooks Team

giving a client access to one of our purchased licences

Hello G R Taylor Accountants, 

 

Welcome to the Community page, 

 

If you have Quickbooks Online to add a new client on to one of your licences, if you click on clients>click on a available placeholder>fill in the information in on the placeholder (so name of the clients business and that)> then go into that Quickbooks account placeholder and invite user (client) to join the account so they can use is as well. 

 

You can click the QB logo beside the name in the clients list to access the clients account or by going to go to quickbooks- and can click on the client there as well. 

 

You can have a look at this link here as well that tells you some information about adding a client. 

View solution in original post

3 REPLIES 3
Fiat Lux - ASIA
Level 15

giving a client access to one of our purchased licences

What do you mean with 50 licenses? Did you purchase 50 licenses of QB Desktop or 50 accounts of QuickBooks Online?

Ashleigh1
QuickBooks Team

giving a client access to one of our purchased licences

Hello G R Taylor Accountants, 

 

Welcome to the Community page, 

 

If you have Quickbooks Online to add a new client on to one of your licences, if you click on clients>click on a available placeholder>fill in the information in on the placeholder (so name of the clients business and that)> then go into that Quickbooks account placeholder and invite user (client) to join the account so they can use is as well. 

 

You can click the QB logo beside the name in the clients list to access the clients account or by going to go to quickbooks- and can click on the client there as well. 

 

You can have a look at this link here as well that tells you some information about adding a client. 

G R Taylor Accountants
Level 1

giving a client access to one of our purchased licences

Hi. QB Online.

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