It's nice to have you in the Community, @saraschroeter. I’m here to walk you through the steps of how to transfer clients without primary admin in QuickBooks Online Accountant.
If your client already has QuickBooks Online or Self-Employed, ask them to invite you to become their accountant.
Here's how to add clients who already have QBO:
- Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
- Open the invite email and select the Accept Invitation link.
- Sign in with your user ID and password.
- If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.
From there, you can now accept the invite. The system connects their accounts to your firm and adds them to your clients’ list.
Here's an article you can refer to for more details on adding clients to QBOA. This also includes steps on how to add clients who are brand new to QuickBooks.
Additionally, I'll share with you this link to further guide you on what to do if you can’t accept client invites in QBOA.
I’m always ready to assist you if you have any other questions or concerns about managing your accounts. Tag me in your reply and I’ll sprint back into action. Have a good one and keep safe.
