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lbsp
Level 1

Freelance accounting, which QB account to set-up to do QB certification

I'm looking into doing QB certification as I have a couple of opportunities to do freelance accounting using QB Online. I don't yet have a QB Online company or QB Accountant account. QB wants me to select something in order to do and get certification. The QB Accountant makes the most sense to me but it wants an accounting firm name to set-up an account. I'm freelance/solo and don't have an accounting firm name. Which "account" should I actually set up? I'll be doing bookkeeping for a couple of small businesses using QBO, paid either 1099-MISC or payroll. I'd like to take on bookkeeping and/or tax clients in the future. Should I do QB Accountant and list my name as the accounting firm name? Or come up with a business name for my freelancing?

 

QB error.PNG

 

 

1 Comment 1
Fiat Lux - ASIA
Level 15

Freelance accounting, which QB account to set-up to do QB certification

You may open QBSE for your personal income and expense.

https://quickbooks.intuit.com/learn-support/en-us/new-subscriptions/should-i-use-quickbooks-self-emp...

 

Make sure to click the Buy button to get a discounted price for some months.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

Then for your bookkeeping service, open a QBO Accountant with your name as the Accounting Firm. Your clients will invite you as their Accountant later.

 

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