Adding new clients to QBO Error

Hello there, @lisasudduth.

I understand how important it is to add new clients to QuickBooks Online. As of now, an investigation is underway to resolve this issue. Rest assured that I'm here to guide you to get the best help to ensure you'll get notified of the investigation status. I recommend contacting our QuickBooks Online support.

Here's how:

1. Head to this link: Contact Us.
2. Select QuickBooks Online product and click Continue.
3. Select Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

After adding your clients to QuickBooks Online Accountant, you can learn how to manage them.

You can always post here in the Community space if you have additional concerns besides adding a new client in QuickBooks Online Accountant. I'm always here to assist you.

I'm not sure who Bobbie is...

I have contacted the tech support team and no one can tell me much of anything.  It's so frustrating. 

I was told by QB support that only a Master Admin on the company is able to add new subscriptions but I don't believe that is true.  Can someone else verify?  This will be such a hassle moving forward but we have to be able to create new QBO files.  

@lisasudduth 

Do you have a QBO Accountant account?

Yes. It's correct, Lisa.

To add extensions, additional functions, or subscriptions like QuickBooks payroll or QuickBooks Time and more. You'll need to have Primary Admin or Company Admin access because it has access to every section inside the company file, or if you're an accountant, you'll need to be granted permission by the Primary admin to manage your client's billing to be able to touch the subscription billing tasks.

It's best to refer to this handy article to learn more about roles and access rights inside QBO: User roles and access rights in QuickBooks Online.

In addition, you can check these articles to help you manage subscriptions inside QBO:

• Manage billing, payment, and subscription info in QuickBooks Online.
• Transfer clients to your ProAdvisor Preferred Pricing program in QuickBooks Online.

You can count on our reply if you need further assistance managing clients or need help handling subscriptions inside QuickBooks. Keep safe.

It is 2025 and you still not resolved this issue