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sherroncpa
Level 1

Online accountant's copy for use in Desktop

Can my client give me an Accountant's Copy of his QBO that I can use in Desktop and return to him with changes?

2 Comments 2
Fiat Lux - ASIA
Level 15

Online accountant's copy for use in Desktop

Accountant's copy is only available on QB Desktop. If your client is using QB Online, ask them to invite you as Accountant and you can access their data by your QB Online Accountant account. You can create one for free.

ZackE
QuickBooks Team

Online accountant's copy for use in Desktop

Thanks for reaching out to the Community, sherroncpa.
 

Your client can invite you to their company to give you access. If you already have a QuickBooks Online Accountant subscription, you'll receive a link to access their data. In the event you don't have an active Accountant subscription yet, you'll have a chance to sign up when you receive your invitation.
 

I've included a couple detailed resources about working with an Accountant subscription which may come in handy moving forward:

 

If there's any additional questions, I'm just a post away. Have a lovely day!

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