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Intuit

Add a new client in QuickBooks Online Accountant

Learn how to add clients with existing QuickBooks subscriptions or don't have QuickBooks yet.

Getting a new client is great. Connecting to clients through QuickBooks makes doing their bookkeeping even easier.

Here's how to add clients who already have QuickBooks Online or Self-Employed. We'll also show you how to add and start subscriptions for clients who are new to QuickBooks.

Add a client

If your client already has QuickBooks Online or Self-Employed, ask them to invite you to become their accountant:

  1. Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
  2. Open the invite email and select the Accept Invitation link.
  3. Sign in with your user ID and password.
  4. 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.

Important: If your client already gets a wholesale billing discount from their current accountant, make sure their previous accountant removes them from their plan. Then you can transfer the wholesale billing to your firm. You need to transfer their subscription within 60 days to give them your discount.

You can add and start a subscription for a new client at the same time. This lets you pick the QuickBooks product that best fits their needs.

  1. In QuickBooks Online Accountant, go to the Clients menu.
  2. Select Add client.
  3. Select Business or Individual.
  4. Enter your client's info.
  5. In the Products section, select Subscription.
  6. In the QuickBooks section, select a subscription option. Select Wholesale discount if you want to include in your wholesale plan. Or select Direct discount if your client plans to pay for their own subscription. Learn more about wholesale billing and discounts you can offer.
  7. Review the QuickBooks and Payroll products in each section.
  8. Select the products you want to subscribe your client to.
  9. If you also plan to do admin work for your client, select the Make me the master admin checkbox.
  10. When you're ready, select Save.

QuickBooks connects their accounts to your firm and adds them to your client list. You can now review and make edits to their books.

Even if your client doesn't have QuickBooks, add them so all of your clients' info is in one place:

  1. In QuickBooks Online Accountant, go to the Clients menu.
  2. Select Add client.
  3. Select Business or Individual.
  4. Enter your client's info.
  5. In the Products section, select No subscription.
  6. When you're done, select Save.

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