Intuit

Add clients to QuickBooks Online Accountant

Learn how to add clients to your firm.

Getting a new client is great. Connecting to clients through QuickBooks makes doing their bookkeeping even easier. Add them to your firm so you have their info. You can also make direct edits to clients' accounts directly if they invite you to be their accountant.

Here's how to add clients who already have QuickBooks Online. We'll also show you how to add clients who are brand new to QuickBooks.

Add clients who already have QuickBooks

If your client already has QuickBooks Online, 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.

Transfer clients with existing QuickBooks subscriptions to your wholesale billing plan

If a client wants to become part of your wholesale billing plan but already pays for their subscription, follow these steps to transfer their subscription.

Add clients who are brand new to QuickBooks

  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.

Follow the next set of steps based on whether you want to add your client to your wholesale billing plan.

Add clients who don't use QuickBooks

Even if your client doesn't have QuickBooks, add them to your firm 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.