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Set up a client's account

by Intuit•2• Updated 3 weeks ago

Learn how to set up your QuickBooks Online clients with a QuickBooks Time account to help their business track time. You can also sign up to be a QuickBooks ProAdvisor, to offer your clients discounts on QuickBooks Time, and more.

Add QuickBooks Time to a client’s QuickBooks Online Account

If you pay for their subscription

Note: Be sure you are in your own QuickBooks Online account, not your client’s account. Your accountant view will give you full administrative access to your clients’ QuickBooks Time accounts once they are added.

  1. In your account, select the Settings âš™, then select Subscriptions and billing.
  2. In Accountant-billed subscriptions, find the client account you want to add QuickBooks Time to.
  3. Select Client actions dropdown ▼, then select Add QuickBooks Time. 

Your client will now have access to QuickBooks Time within their QuickBooks Online account, through the time tab, where they can set up their QuickBooks Time account. 

If the client pays for their own subscription

Note: Switch into the client’s account to add QuickBooks Time to their QuickBooks Online account. 

  1. In the client’s account, select Settings ⚙, then select Subscriptions and billing.
  2. In theQuickBooks Time card, select Learn more.
  3. Follow the prompts, and choose to Subscribe now, or Try it free for 30 days.

Your client will now have access to QuickBooks Time within their QuickBooks Online account, through the time tab, where they can set up their QuickBooks Time account. 

QuickBooks Online AccountantQuickBooks Time EliteQuickBooks Time Premium