Question

Primary Admin for QBO being same as Primary Admin for QBOA

Forum|Forum|2 years ago
May 26, 2024
9 replies
88 views

When adding and subscribing for a new QBO client as a QBOA, can I use my QBOA credentials (Email and phone number) for the client organization so that I am a Primary Admin for my QBOA file as well as Primary Admin for the client QBO file. I want to be able to be Primary Admin for my QBOA file as well as any number of new QBO organization I subscribe for under my QBOA account.

In my services and SLA with prospective clients I want to make it clear that I would own the client set of QBO Books while I am offering my services to them. This is so that data integrity is ensured of my work and my deliverables to the client are not impacted. This would otherwise be compromised if the Primary Admin of the client organization in QBO is them as they could alter my work performed for them.

In future if we want to part ways, I would share their data with them but retain their QBO file and let it die it's natural death unless at that point the client wants to take over their QBO file in which case I would change the Primary Admin to them and kick them out of my QBOA umbrella and let them be own their own and let them choose what they want to do moving forward.

QuickBooks Accountant Online

4

4Gal

Level 5

If your clients pay for subscriptions through your QBOA account, you are their Primary Admin by default.

H

HAM9Author

@4Gal That's the idea. They would fall under my QBOA Wholesale Billing Account.

When adding the client as a new QBO organization under my QBOA Wholesale account, it asks for phone and email of the organization. Is it okay if I put my QBOA credentials and as a result make myself the Primary Admin of the client QBO file? Will it be accepted by the system?

H

HAM9Author

@4Gal FYI the page I am referring to is the one when adding a new QBO client from inside QBOA and it is where it gives various QBO plans and associated pricing.

S

Sherrie_F

QuickBooks Team

I appreciate you for adding more details to your post, @HAM9.

Let me assist you with this and provide you with further help.

In QuickBooks Online Accountant (QBOA), lead accountants act as the primary contact for clients and can handle bookkeeping. Lead accountant is completely separate from the primary admin role. With this, you can assign lead accountants to specific clients.

To automatically become a lead accountant, there are two ways:

If you get an invite directly from a client to be their accountant.
If you add a client and create a company file for them.

In both cases, the lead accountant gets access to the client's books. Tip: Other accountants at your firm can also do bookkeeping for the client if they have access to review their books.

However, if you wish to replace the lead accountant for a client. Here's how:

Sign in to QuickBooks Online Accountant as a primary admin. Note: Only firm admins can assign lead accountants.
Go to the Clients menu.
Select the filter icon.
Click Edit leads.
Find the client you want to change the lead for.
Choose a new lead accountant in the Lead column.
Once done, hit Save.

To assign multiple clients to the same lead accountant:

Select the checkbox for each client.
From the Assign to dropdown, choose the lead accountant.
Once done, click Save.

Additionally, here's a resource you can browse just in case you need assistance adding and editing user info for your accounting firm: Add and manage your accounting team in QuickBooks Online Accountant.

I'll be here willing to provide further assistance for any additional queries you may have when managing clients in your account. Feel free to let me know in the comments below. Keep safe.

H

HAM9Author

@Sherrie_F I am not talking about or interested in lead Accountant.

I am referring to adding a new QBO client that has never used QuickBooks Online before. When I am logged in to my QBOA file as Primary Admin and I click Add Client, it will land me on a screen where I need to enter details including email and phone number. Over here can I specify the same email that is associated with the Primary Admin of my QBOA file? Or is there another place when adding the new client to indicate that I am the Primary Admin of the new client organization that I am setting up?

The objective is that I should own and be the Primary Admin or master admin of the client file and the subscription should be billed to my QBOA account.

In future when my services are not required I want to have the option for the client to become the Primary Admin if he/she chooses to continue with QuickBooks online when we are divorcing our relationship. In such a case I will cancel the client subscription or transfer the Billing to client or off-board depending on the situation at that point.

I hope you understand what I am trying to convey.

C

ClaireSamanthaS

QuickBooks Team

@SheandL When adding a new QBO client as a QBOA Accountant and choosing myself (QBOA Primary Admin) as the Primary Admin for the Client's QBO account, does Intuit use the same email log in credentials for logging into both sets of books - 1)QBOA and 2)Client's QBO books?

Under Users in QBO and Teams in QBOA will it show the same Primary Admin name and email?

When signing in to the Intuit page would I be presented with 2 sets of Books (QBOA and Client's QBO Books) to choose from to log in?

Each QuickBooks Online (QBO) account has its unique login credentials, HAM9.

If you add your clients under your QuickBooks Online Accountant (QBOA) account, you will need to enter their information. Then, your client will receive an invitation and set up their login credentials.

In that case, Intuit will have different login credentials for logging into both accounts, even if you are the primary admin for your client's QBO account.

About your second question, since you are the primary admin for both accounts, the primary name and email will be the same in both QBO and QBOA under Users and Teams.

For your last question, you won't see two separate sets of books. You can easily access your client's account through your QBOA account in the Clients list.

By utilizing this article, you can learn how to manage, add, and remove your client's information to keep track of clients and update your client's list.

For additional questions or concerns. You can always visit our Community Forum, and we are always available to help!

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