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Level 1

QBOA

I am helping my daughter set up QBO for her law practice. I have accounting skills and would like to have the features included in QBOA. Do I have to purchase a subscription to QBOA since I'm not an accountant with multiple clients? Or are can the features be accessed as part of the QBO subscription?

 

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Best answer April 02, 2019

Best Answers
Highlighted
Level 2

QBOA

Hi there! Thanks for reaching out to the QuickBooks Community.

 

QBOA accounts are completely free and are a great option for bookkeepers and accountants. QBO alone does not include the accountant toolbox features, you would need to setup a QBOA account and have your daughter invite you to her normal account. After you've accepted the invite, you can login to QBOA and access your daughter's QBO account and use the accountant toolbox features.

 

Hope this helps!

View solution in original post

4 Comments 4
Highlighted
Level 2

QBOA

Hi there! Thanks for reaching out to the QuickBooks Community.

 

QBOA accounts are completely free and are a great option for bookkeepers and accountants. QBO alone does not include the accountant toolbox features, you would need to setup a QBOA account and have your daughter invite you to her normal account. After you've accepted the invite, you can login to QBOA and access your daughter's QBO account and use the accountant toolbox features.

 

Hope this helps!

View solution in original post

Highlighted
Level 1

QBOA

Thank you for your response. I'll give it a try.

Highlighted
Level 1

QBOA

Hi, y name is Joan Lester and I am new to the Community questions.  I am not replying to the previous message but request assistance with the Re:..... question above.

 

QuickBooks Team
QuickBooks Team

QBOA

Welcome to the QuickBooks Community space. I'd be happy to help you with reactivating your inactive client in QuickBooks Online Accountant (QBOA), chopper.

 

To make the client active again, just follo the steps

 

  1. Login to your QBOA account.
  2. Click Clients under YOUR PRACTICE section on the left menu.
  3. Look for the client's company and hit Make active link under the ACTIONS column.

QBOA.PNG

 

If you need to post a new question on the Community page, just click the Start a discussion button.

 

Here's how:

 

  1. Click the QuickBooks Q & A link on the top menu.
  2. Choose a topic in the QuickBooks Q & A section.
  3. Hit the Start a discussion button located at the top-right.
  4. Enter your concern in the What do you want to talk about? and Details field.
  5. Tap the Post button.

post01.PNG post02.PNG post03.PNG

 

For more details about our guidelines, please refer to this article: QuickBooks Community Guidelines. You can also check out this article about Getting Started in QB Community by my colleague @MichaelDL.

 

I've got a link here that provides you with articles about managing your account: https://quickbooks.intuit.com/learn-support/en-us/account-management/07?product=QuickBooks%20Online%....

 

That's it The Community will always have your back if you need a hand with managing your clients in your  QBOA account.I'm here to help.

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