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I have a client who has registered for quickBooks and invited me to be accountant. I need to set their books up suppliers customers bank How do I proceed to do this ?

 
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Community Manager

Re: I have a client who has registered for quickBooks and invited me to be accountant. I need to ...

Hi ne_miller,

 

Once you accepted the invitation, your client's account will be added to the client's list. See the screenshot below.

 

You'll then select the company name then click on the Gear icon and select Account and Settings. Go to the Payments section to apply for electronic invoicing. 

 

Let us know if you have any questions. We'll be right here to help.