Learn how to add clients to your firm.
Getting a new client is great. Connecting to clients through QuickBooks makes doing their bookkeeping even easier. Add them to your firm so you have their info. You can also make direct edits to clients' accounts directly if they invite you to be their accountant.
Here's how to add clients who already have QuickBooks Online or Self-Employed. We'll also show you how to add clients who are brand new to QuickBooks.