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November 7, 2019
Question

Can a client add more than one accountant?

  • November 7, 2019
  • 1 reply
  • 0 views
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1 reply

IamjuViel
Level 8
November 7, 2019

It's great to have you here, @annyvonnebaker.

 

Yes, a client can add up to two accountant in his or her QuickBooks Online account. I can guide you on how it works.

 

To let your client add you, here's how:

  1. Go to the Gear Icon.
  2. Choose Manage Users.
  3. Select the Accounting Firms tab.
  4. Click the Add button.
  5. Enter your accountant's info.
  6. Click Save.

You can check this article for more detailed steps in managing your clients in QuickBooks Online Accountant: Remove or delete clients in QuickBooks Online Accountant.

 

Always feel free to swing by here in the Community if you have other questions. I'm always here to help.