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Level 1

I want to add a new client to my Accountant practice, but I don't see a Simple Start version, only self employed. Why?

 
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Content Leader

I want to add a new client to my Accountant practice, but I don't see a Simple Start version, only self employed. Why?

Happy Monday, @sue14.

 

I've got just the clarification you're looking for regarding that new client company. QuickBooks Online Simple Start subscriptions can only have one regular (non-accountant) user, the Master Admin. If you were to create a new Simple Start company from within your firm, you'll be listed as both the Accountant and the Master Admin, and would be unable to add the client as a user so that the Admin role could be transferred.

 

In order for a Simple Start client to be added to your Accountant practice, they'll need to create the company themselves and then add you as an Accountant user afterwards. The steps below will ensure your success with this:

 

Create Simple Start company and add Accountant

  1. Head to the QuickBooks Product Page and select the Simple Start subscription.
  2. Follow the on-screen instructions to enroll and subscribe the new company. Make sure the client's email or Intuit Account is used when signing up.
  3. From within QuickBooks, click the Gear icon (⚙) and select Manage Users.
  4. Navigate to the Accountant's tab, type in their email, and click Invite.
  5. Follow the steps in the invitation email to add the client to your Accountant practice.

These instructions are also available from our guide on adding accountant users for your benefit. Doing this will allow you to add a QuickBooks Simple Start subscription as a client so they can be managed from your online firm. If you intend on adding the client to your wholesale billing as well, this article will help you do so. Should you choose to enroll them in Essentials or Plus instead, our detailed guide on transferring the Master Admin role is sure to be of assistance.

 

Please let me know if there's anything else I can do to help you succeed. Thanks for reaching out, wishing you safety and great fortune in the New Year!

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Level 3

I want to add a new client to my Accountant practice, but I don't see a Simple Start version, only self employed. Why?

Apparently Simple Start is the Plan that we should be advising all our clients to use, because it has a GL and 1099 capability, but it doesn't cost over $75 per mo. However, it's the ONE PLAN we can't actually set up for our clients. THIS IS RIDICULOUS!  -- I'm telling all my clients to use Desktop until this is resolved.

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QuickBooks Team

I want to add a new client to my Accountant practice, but I don't see a Simple Start version, only self employed. Why?

Let me share some information about adding clients, @shortib

 

You can add a Self-employed, Essentials, Plus or Advanced user. As mentioned by MichaelD, QuickBooks Simple Start has only one regular user. This will automatically set you as the Accountant and the Master Admin if it will allow you to add a Simple Start user.

 

However, you can let your clients create a QuickBooks Online account and let them add you as the Accountant.

 

When they already have the account, you can send them the steps provided on this article: Invite or remove an accountant.

 

Let me know if you still need further help or clarification by leaving a comment below. I’m always here to assist. Have a wonderful day!

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