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Hello. I have a potential client that lives in Canada and would like for me to do his bookkeeping. He has a QB account. Can I still do his bookkeeping even though we are in different countries? How do we go about setting this up?
Prepare your new email address and signup for a new QBO Accountant CA account for free. You will ask the potential client to invite you as an Accountant Firm later.
Hi there, @brittnbkj4m. I want to share some insights about doing bookkeeping for a client in Canada.
Ideally, bookkeepers and accountants should use the same version of QuickBooks Online as their clients. For instance, if you have QuickBooks Online Accountant for the US, your client should likewise have an account with QBO US.
As an alternative, you can request to be added as the Company Admin given that your client is from Canada. This allows you to manage their books and finances. Here's how:
If you're good, see these additional modules. These include more details about how to manage roles and access in QuickBooks.
Fill me in for more help regarding user management, accounting, or QuickBooks in general. It's my pleasure to guide you through. Take the best care!
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