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 to your ProAdvisor Preferred Pricing plan

If a client with an existing subscription wants to join your ProAdvisor Preferred Pricing plan, you can transfer their subscription.

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

1. Go to Settings ⚙, then select Subscriptions and billing.
2. Select the 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. You can't add clients, active or canceled, to your ProAdvisor Preferred Pricing program with the following products:

• QuickBooks Live Bookkeeping
• QuickBooks Online Contractor Direct Deposit
• FormFly

Manage and edit their books to make it easier to track financial data, create reports, and improve workflow. You can also save money with the ProAdvisor Preferred Pricing program when you sign up your new clients for QuickBooks.

Add clients to your ProAdvisor Preferred Pricing plan

You can add clients to your ProAdvisor Preferred Pricing plan and subscribe to QuickBooks for them. This lets you pick the products that best fit their needs.

1. Sign in to QuickBooks Online Accountant.
2. Select Add client.
3. In the Client contact information section, enter your client’s info. This includes the following:
   • Business name
   • Email
   • Mobile
   • Classification: Individual or Business
4. In the Product subscription section, select Yes, add a subscription and ProAdvisor Discount. 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 or QuickBooks Time 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. Sign in to QuickBooks Online Accountant.
2. Select Add client.
3. In the Client contact information section, enter your client’s info. This includes the following:
   • Business name
   • Email
   • Mobile
   • Classification: Individual or Business
4. In the Product subscription section, select Yes, add a subscription and Direct discount. 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 or QuickBooks Time 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.

You can now choose different billing options for each QuickBooks product with split billing. Before you split the bill, make sure you and your client agree on who's paying for what. This helps you tailor invoices to your new and current clients' needs.

Split billing for new clients

1. Sign in to QuickBooks Online Accountant.
2. Select Add client.
3. In the Client contact information section, enter your client’s info. This includes the following:
   • Business name
   • Email
   • Mobile
   • Classification: Individual or Business
4. In the Product subscription section, select Yes, add a subscription. Then, you can select between ProAdvisor Discount or billing to your client with either a Direct discount or Revenue share. 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.
6. Select a QuickBooks Online Payroll or QuickBooks Time plan 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.

Split billing for clients with existing subscriptions

Before you split the bill, make sure your client's the primary or company admin. If they haven't yet, they'll need to enter the payment details for billing. Once done, they can upgrade, downgrade, or cancel their subscription.

If you pay for your clients' existing QuickBooks subscriptions, you can transfer the billing of one of their products. Here's how:

1. Go to Settings ⚙, then select Subscriptions and billing.
2. In the Client column, select the dropdown with the name of your client. You'll see the client's current products.
3. In the Action column, select the Subscription actions dropdown of the specific product, like QuickBooks Online Payroll.
4. Select Transfer billing to client.
5. On the Transfer billing to client screen, read the disclosure and if everything's good, select Continue to transfer. Then, select Confirm transfer.

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

1. In QuickBooks Online Accountant, go to the Clients menu.
2. Select Add client.
3. Select Business or Individual.
4. Enter your client's info.
5. In the Product subscription section, select No subscription needed.
6. When you're done, select Save.