Add clients to QuickBooks Online Accountant

If your client's already using QuickBooks Online, they can invite you to become their accountant.

1. Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
2. Open the invite email and select the Accept Invitation link.
3. Sign in with your user ID and password.
4. If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.

When you accept the invite, QuickBooks connects their accounts to your firm and adds them to your client list. You can now review and make edits to their books. If you can't accept their invitation, you can add your existing inactive clients again.

Transfer clients with existing QuickBooks subscriptions to your wholesale discount plan

The Primary Admin can follow these steps in their QuickBooks Online company:

1. Go to Settings and select Billing & subscription.
2. Select Allow billing transfer to your accountant link.
3. Select the name of the accounting firm you want to transfer billing to.
4. Once done, select Allow transfer.

Note: Once the client gives you permission, you have two days (48 hours) to finish the transfer.

Once the client has provided permission, follow these steps to transfer their subscription.

Manage and edit their books to make it easier to track financial data, create reports, and improve workflow.

Add clients to your wholesale discount plan

You can add clients to your wholesale discount plan and subscribe to QuickBooks for them. This lets you pick the products that best fit their needs. Learn more about wholesale discount.

1. Go to All apps , select Clients, then select Client list (Take me there).
2. Select Add client.
3. In the Client contact information section, select Business or Individual then enter your client’s info. This includes the following:
   • Business name/First name and Last name
   • Email
   • Mobile
4. Select Wholesale discount (we bill your firm) to add your client to your wholesale discount plan and select Next.
5. Select a QuickBooks Online plan for your client, then review the plan’s pricing on the following screen. Select Change if you want to choose a different plan, or select Next to continue.
6. Optionally, you can select a QuickBooks Online Payroll product for your client. Then, select Next.
7. Review your order and the total amount in the Checkout section. If all looks good, select Place order.

Tip: You can delete products, change billing plans, and assign yourself as the Primary Admin if you and your client agree.

Add clients who want to pay for their own QuickBooks subscription

You can give clients a direct discount and let them handle their own billing and subscription.

1. Go to All apps , select Clients, then select Client list (Take me there).
2. Select Add client.
3. In the Client contact information section, select Business or Individual then enter your client’s info. This includes the following:
   • Business name/First name and Last name
   • Email
   • Mobile
4. Select Direct discount (we bill your client) then select Next.
5. Select a QuickBooks Online plan for your client, then review the plan’s pricing on the following screen. Select Change if you want to choose a different plan, or select Next to continue.
6. Optionally, you can select a QuickBooks Online Payroll product for your client. Then, select Next.
7. Review your order and the total amount in the Checkout section. If all looks good, select Place order.

Tip: You can delete products, change billing plans, and assign yourself as the Primary Admin if you and your client agree.

QuickBooks connects their accounts and adds them to your client list. You can now review and make edits to their books.

Even if your client doesn't have QuickBooks, add them to your firm so all their info is in one place.

1. Go to All apps , select Clients, then select Client list (Take me there).
2. Select Add client.
3. In the Client contact information section, select Business or Individual, then enter your client’s info.
4. Select your Billing type, then select Next.
5. Select Skip or Next on QuickBooks Online and QuickBooks Online Payroll, then select Next.
6. Select the primary admin for the QuickBooks account then select Place order.
7. Select Add Client, then select Done.