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JB44586
Level 1

What are the limitations for QBO company with 2 accounting firms added?

What are the limitations for QBO company with 2 accounting firms added to the account? Can they work on the qbo company simultaneously? Are uploaded documents accessible by both firms?

Solved
Best answer February 09, 2021

Best Answers
Rea_M
QuickBooks Team

What are the limitations for QBO company with 2 accounting firms added?

Hello there, @JB44586.

 

Based on your description of the issue above, it seems like you're referring to one of your client's QuickBooks Online (QBO) company. Let me share further details about this.

 

Your client can get a lot of help in managing their financial data when having 2 accounting firms added to their QBO company. Both can simultaneously access their client's account. However, there's only one My Accountant menu where they can upload documents. They may get confused as to whom are they uploading the file with.

 

You'll have access to all of the features available in your client's account as their accountant. You also have additional privileges that allow you to undo entire reconciliations, reclassify transactions, and write off invoices.

 

Also, you're able to decide what your team can see and do in your QuickBooks Online Accountant (QBOA) account. This includes access to your clients' books and admin tasks. To learn more about this, you can check out this article: Different Levels of Access for Firm Users. It also contains details about assigning multiple team members to one client.

 

I'm just around to help if you have other concerns about managing your client's documents and QBO account. Take care always.

View solution in original post

1 Comment
Rea_M
QuickBooks Team

What are the limitations for QBO company with 2 accounting firms added?

Hello there, @JB44586.

 

Based on your description of the issue above, it seems like you're referring to one of your client's QuickBooks Online (QBO) company. Let me share further details about this.

 

Your client can get a lot of help in managing their financial data when having 2 accounting firms added to their QBO company. Both can simultaneously access their client's account. However, there's only one My Accountant menu where they can upload documents. They may get confused as to whom are they uploading the file with.

 

You'll have access to all of the features available in your client's account as their accountant. You also have additional privileges that allow you to undo entire reconciliations, reclassify transactions, and write off invoices.

 

Also, you're able to decide what your team can see and do in your QuickBooks Online Accountant (QBOA) account. This includes access to your clients' books and admin tasks. To learn more about this, you can check out this article: Different Levels of Access for Firm Users. It also contains details about assigning multiple team members to one client.

 

I'm just around to help if you have other concerns about managing your client's documents and QBO account. Take care always.

View solution in original post

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