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How can a client access multiple QBO accounts when sent an invitation from me the accountant? QBO keeps defaulting to the first business account ID and password.

My client successfully established an ID and password for his initial business, from my invitation, a few months ago. Recently he established a new business. I created an account and sent him an invitation. When he tries to establish an ID and password for the new business QBO defaults to his initial ID ... and only allows him to access his original business.
How can my client access his additional QBO account?
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How can a client access multiple QBO accounts when sent an invitation from me the accountant? QBO keeps defaulting to the first business account ID and password.

Good day, yelsomal.

I'd be happy to lend a helping hand in accessing your client's additional QuickBooks Online account.

 

QuickBooks Online has the flexibility to consolidate multiple companies under one user ID. You do have the ability to consolidate your client's access to simplify your account.

 

Here's how:

  1. Sign in to the company that you want to consolidate to your current user ID.
  2. Select the Gear icon on the Toolbar, then Manage Users.

  3. Select Add user.
  4. Select Company admin and select Next.
  5. Enter the new user's email address and their name, select Save.
  6. Sign out of QuickBooks Online.
  7. Check your email for the invitation.
  8. Select "Ready to get started? Let's go!

  9. If you already have a QuickBooks Online user ID and Password, you can use your existing credentials. If not, you can create a new user ID and Password.
  10. Once successfully signed in, select Sign-out.

You can check out this article for detailed information: How do I consolidate multiple companies under one user ID?.

 

For additional help, feel free to reach out to our Customer Care Team.

 

Feel free to get back in touch with me if you have other concerns about QuickBooks. I'd love to help. Have a good one.

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