Hi there, @brittnbkj4m. I want to share some insights about doing bookkeeping for a client in Canada.
Ideally, bookkeepers and accountants should use the same version of QuickBooks Online as their clients. For instance, if you have QuickBooks Online Accountant for the US, your client should likewise have an account with QBO US.
As an alternative, you can request to be added as the Company Admin given that your client is from Canada. This allows you to manage their books and finances. Here's how:
- Click on the Gear icon.
- Choose Manage users.
- Go to the Users tab, then hit Add user.
- Choose Company admin, then click Next.
- Go through the on-screen instruction, then hit Save.
If you're good, see these additional modules. These include more details about how to manage roles and access in QuickBooks.
Fill me in for more help regarding user management, accounting, or QuickBooks in general. It's my pleasure to guide you through. Take the best care!
