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schmidtfs
Level 2
posted
‎August 25, 2021 12:03 PM
last updated ‎August 25, 2021 12:03 PM

New Customer connecting bank feed

Hello,

 

I wanted to know if any one has some suggestions on how i can get a new client to connect their bank feed for me to setup their books.  I need my clients to connect their bank accounts to their QBO account that i setup, but i typically dont give them access until i have received payment for building their account.  Does anyone have any suggestions on how i should approach this?

 

Thanks!

David

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2 Comments 2
AileneA
QuickBooks Team
QuickBooks Team
‎August 25, 2021 01:32 PM

New Customer connecting bank feed

H there, schmidtfs. 

 

Thank you for reaching out to the Community. Connecting your client's bank account needs access to the QuickBooks account you've created. As of this moment, that's the only way your client can connect to the bank feed.  

 

You can read this article to see what the user can or can't access: User roles and access rights in QuickBooks Online.   

 

Drop me a comment below if you have any other questions about the user permissions. I'll be happy to help you some more. Stay safe!

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Fiat Lux - ASIA
Level 15
‎August 25, 2021 06:21 PM

New Customer connecting bank feed

@schmidtfs 

Invite your client as Company Admin and make sure you are the Primary Admin. Then consider to utilize the trial version of a backup restore app as for your insurance. If your client made mistakes, you may easily restore your book.

https://rewindio.grsm.io/quickbooks

 

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