Hello there, Nicky.
I've got steps to ensure you can add your clients as a user in the QuickBooks account efficiently.
To start with, I recommend opening your client's QuickBooks company through QuickBooks Online Accountant. You can then add the client as a user from there.
To open the client's account, you can follow the steps below.
- From QuickBooks Online Accountant, choose the Go to QuickBooks link in the toolbar.
- Select the name of your client's QuickBooks company.
- This opens your client's QuickBooks Online company file so can review and make edits.
Once done, you can refer to this artilcle on how you can add a client as a user in QuickBooks: Add and manage users in QuickBooks Online.
After that, you may read this article to view details on how transfering data from an existing Quickbooks Desktop account to Online works: Move your QuickBooks Desktop file to QuickBooks Online.
In case you need steps on how to inactive a client that is seasonal or ones you don’t work with often, you can click this artilcle: Manage clients in QuickBooks Online Accountant.
You can count on me if you need anything else. I'm looking forward to the success of your firm in running your practice and managing your clients in QBOA, Nicky. Have a good day!
