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Ayush-Jain
Level 1

I am an accountant but i created login on quickbooks online instead of quickooks accountant. Please suggest best way to switch. will it effect the client?

 
2 Comments 2
Rea_M
Moderator

I am an accountant but i created login on quickbooks online instead of quickooks accountant. Please suggest best way to switch. will it effect the client?

The best way to switch is to sign up for a QuickBooks Online Accountant (QBOA) account directly, Ayush.

 

Since you're an accountant, you should have your QBOA account to manage your practice and your clients all in one place. You’ll be able to access your clients' books in real-time, share documents securely, and utilize the products' enhanced bookkeeping tools to edit transactions and resolve issues. 

 

Setting up a new firm in QuickBooks is simple, especially since you already have a QBO account. Just follow these easy steps:

 

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

 

Switching to QuickBooks Online Accountant (QBOA) won’t impact your client or their QuickBooks data. The key difference is that QBOA offers additional tools specifically for accountants. You’re simply changing your user access type, and your client’s work will remain unaffected during the process.

 

Please feel free to share an update or reach out if you need further assistance. We're more than happy to help.

Rea_M
Moderator

I am an accountant but i created login on quickbooks online instead of quickooks accountant. Please suggest best way to switch. will it effect the client?

Hi Ayush,

 

Just checking in to see if the solution we shared worked for you.

 

Did it fix the issue, or are you still having trouble?

 

Happy to help if you need any more assistance!

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