I've got you covered on how to connect your client to your account.
If you are trying to add your client who is using QuickBooks Desktop version and you are using QuickBooks Online (QBO) Accountant, then that option is unavailable. They'll need to have a QBO version for you to add them to your firm. If they decide to migrate to the Online version, they can follow the steps in this article: Prepare your QuickBooks Desktop file for migration to QuickBooks Online.
If your client already has QuickBooks Online, ask them to invite you to become their accountant:
- Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
- Open the invite email and select the Accept Invitation link.
- Sign in with your user ID and password.
- If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.
When you accept the invite, QuickBooks connects their accounts to your firm and adds them to your client list. You can now review and make edits to their books. If you can't connect, don't worry. Here's what to do if you can't accept their invitation. For other ways how to add them to your firm so you have their info, you can check out this article: Add clients to QuickBooks Online Accountant.
I'll share these additional articles that will guide you in managing your clients in your QBO Accountant account:
We're always here to listen if you have concerns about adding your clients. You're welcome to post again or leave a reply below. Stay safe.
