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Moving Quickbooks Accountant Clients to Show as a Company when loggin in

Is there a way to change a client listed in my QuickBooks Accountant section and move them to the QuickBooks Companies listing upon login? Thanks for the help

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QuickBooks Team

Re: Moving Quickbooks Accountant Clients to Show as a Company when loggin in

There's definitely a way to do that, ChurchFinances.

 

You can let your client remove you as an accountant from their company file. Then, have them add you again as a Company Admin. This way, you'll see their company on the QuickBooks Companies list when you log in.

 

Just give them these steps to remove your current access:

  1. Click the Gear icon in the upper right-hand corner of the Dashboard.
  2. Under Your Company, click Manage Users.
  3. Go to the Accounting firms tab.
  4. Find the accountant's name.
  5. Under the Action column, select Delete.

To add you as a Company Admin:

  1. Click the Gear icon in the upper right-hand corner of the Dashboard.
  2. Under Your Company, click Manage Users.
  3. Click the Add user button.
  4. Select the Company Admin radio button.
  5. Enter your First and Last Name, and Email.
  6. Click Save.

Now, when you receive the new invitation, just click the Let's Go! link. Lastly, log in using your email and password to open the file. To see the results, you can restart your QBO account and you'll see the client's file on the companies' list.

 

That's how you do it to achieve what you want. Just leave a reply if you have a couple more questions for me. 

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