cancel
Showing results for 
Search instead for 
Did you mean: 
NHop
Level 2

how do i claim my free QB online accountant account?

I am a CPA with 28 QBO clients billed thru my firm.

I understand QuickBooks Accountant Online accountants are able to open a free QBO set of books.

How do I claim it?

Solved
Best answer March 05, 2024

Best Answers
RCV
QuickBooks Team
QuickBooks Team

how do i claim my free QB online accountant account?

Thanks for checking in with us, NHop.

 

You can have a free QuickBooks Online (QBO) Accountant to connect to your client's accounts. Just follow the steps below:

 

If you don't have an existing user ID, or you want to create a brand new profile for QuickBooks Online Accountant:

 

  1. Head over to our website.
  2. Select the Sign up link.
  3. Follow the steps to create a new firm.

 

If you have an existing user ID, you can create a QuickBooks Online Accountant firm from it:

 

  1. Head over to our website.
  2. Sign in with your user ID and password.
  3. Select Create firm.
  4. Follow the onscreen steps.

 

You can check out this article for more details about signing up and creating a QuickBooks Online Accountant firm: Sign up for QuickBooks Online Accountant. For your inquiries about claiming your free QBO set of books, it would be best to contact our Customer Support Team. They'll pull up your account in a secure environment and provide you with detailed information about this one. Here's how: 

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a human and or tap the Contact Us button at the bottom.
  4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
  5. From there, choose a way to connect with us; either to Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.

 

Furthermore, keep track of clients and update your client list by checking out this article: Manage clients in QuickBooks Online Accountant.

 

You can always tap me here if you need more assistance with accessing your account. Have a good one!

View solution in original post

2 Comments 2
RCV
QuickBooks Team
QuickBooks Team

how do i claim my free QB online accountant account?

Thanks for checking in with us, NHop.

 

You can have a free QuickBooks Online (QBO) Accountant to connect to your client's accounts. Just follow the steps below:

 

If you don't have an existing user ID, or you want to create a brand new profile for QuickBooks Online Accountant:

 

  1. Head over to our website.
  2. Select the Sign up link.
  3. Follow the steps to create a new firm.

 

If you have an existing user ID, you can create a QuickBooks Online Accountant firm from it:

 

  1. Head over to our website.
  2. Sign in with your user ID and password.
  3. Select Create firm.
  4. Follow the onscreen steps.

 

You can check out this article for more details about signing up and creating a QuickBooks Online Accountant firm: Sign up for QuickBooks Online Accountant. For your inquiries about claiming your free QBO set of books, it would be best to contact our Customer Support Team. They'll pull up your account in a secure environment and provide you with detailed information about this one. Here's how: 

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a human and or tap the Contact Us button at the bottom.
  4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
  5. From there, choose a way to connect with us; either to Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.

 

Furthermore, keep track of clients and update your client list by checking out this article: Manage clients in QuickBooks Online Accountant.

 

You can always tap me here if you need more assistance with accessing your account. Have a good one!

NHop
Level 2

how do i claim my free QB online accountant account?

Ashley was very helpful.

She spent as much time as I needed to fix my problem.

 

A++++

 

Neil C Hopkins  CPA

Need to get in touch?

Contact us