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info-garden-mast
Level 1

Do i have to give every new client i create a specific code, or does QB use other details when a customer has paid his account?

 
1 Comment 1
MaryLandT
Moderator

Do i have to give every new client i create a specific code, or does QB use other details when a customer has paid his account?

Thank you for contacting us today, info-garden-mast.

 

I'd like to ask for more details about the code you're referring to for a client. Are you trying to add a client to your QuickBooks Online Accountant?

 

If so, you can ask your client to send the invitation to the email address you use for your QuickBooks Online Accountant firm. Then, all you need to do is :

 

  1. Open the invite email and select the Accept Invitation link.
  2. Sign in with your user ID and password.
  3. If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.

 

If clients are new or don't have a QuickBooks account, you can browse this article: Learn how to add clients to your firm. It includes adding clients to your wholesale plan or letting them pay for their subscription.

 

As an accountant, you can review clients' books, make corrections, and collaborate on any issues. We also provide accountant-specific tools to help you prepare for taxes through this guide: Learn about special tools for accountant users.

 

If you're referring to something else, please don't hesitate to leave a comment below. I'll be waiting for your response.