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I am a CPA with 28 QBO clients billed thru my firm.
I understand QuickBooks Accountant Online accountants are able to open a free QBO set of books.
How do I claim it?
Solved! Go to Solution.
Thanks for checking in with us, NHop.
You can have a free QuickBooks Online (QBO) Accountant to connect to your client's accounts. Just follow the steps below:
If you don't have an existing user ID, or you want to create a brand new profile for QuickBooks Online Accountant:
If you have an existing user ID, you can create a QuickBooks Online Accountant firm from it:
You can check out this article for more details about signing up and creating a QuickBooks Online Accountant firm: Sign up for QuickBooks Online Accountant. For your inquiries about claiming your free QBO set of books, it would be best to contact our Customer Support Team. They'll pull up your account in a secure environment and provide you with detailed information about this one. Here's how:
Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.
Furthermore, keep track of clients and update your client list by checking out this article: Manage clients in QuickBooks Online Accountant.
You can always tap me here if you need more assistance with accessing your account. Have a good one!
Thanks for checking in with us, NHop.
You can have a free QuickBooks Online (QBO) Accountant to connect to your client's accounts. Just follow the steps below:
If you don't have an existing user ID, or you want to create a brand new profile for QuickBooks Online Accountant:
If you have an existing user ID, you can create a QuickBooks Online Accountant firm from it:
You can check out this article for more details about signing up and creating a QuickBooks Online Accountant firm: Sign up for QuickBooks Online Accountant. For your inquiries about claiming your free QBO set of books, it would be best to contact our Customer Support Team. They'll pull up your account in a secure environment and provide you with detailed information about this one. Here's how:
Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.
Furthermore, keep track of clients and update your client list by checking out this article: Manage clients in QuickBooks Online Accountant.
You can always tap me here if you need more assistance with accessing your account. Have a good one!
Ashley was very helpful.
She spent as much time as I needed to fix my problem.
A++++
Neil C Hopkins CPA
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