cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements

First time visiting Getting Started with QBOA? To participate, make sure you're signed in/signed up for QB Community and come on back to join the group!

Client Accounts

Solved
Highlighted
Level 1

Client Accounts

How do I get my clients who are showing as other QuickBooks companies to appear as clients on my QB Accountant online?

1 ACCEPTED SOLUTION

Best Answers
Highlighted
Content Leader

Re: Client Accounts

I hope you had a phenomenal weekend, @info164.

 

The companies which are listed under Other QuickBooks Companies are those that you're added on as a Regular User (non-Accountant). In order to resolve this, a Master or Company Admin will need to remove your Regular User from each company showing this way, then re-add you as an Accounting Firm. Here's how:

 

Removing a Regular User

  1. From QuickBooks Online, click the Gear icon (⚙) > Manager Users
  2. Click the Action drop-down ▼
  3. Select Remove User.

Once you've been removed from those companies, to have them listed as clients in your QuickBooks Online Accounting firm (QBOA), have the clients add you as an Accountant User:

 

Adding an Accountant User

  1. From QuickBooks Online, click the Gear icon (⚙) > Manager Users
  2. Click the Accountants tab > type the accountant's email in the bar.
  3. Select Invite. Follow the instructions in your email to accept the invitation.

Check out our article on adding an accountant user here for additional information. I'm also including a brief video demonstration of the third step:

 

By doing this, you can access all of the QuickBooks companies you manage from the same place. Please know I'm always available here anytime you need a helping hand, I want to ensure your success. Thanks for reaching out and take care.

View solution in original post

3 Comments 3
Highlighted
Content Leader

Re: Client Accounts

I hope you had a phenomenal weekend, @info164.

 

The companies which are listed under Other QuickBooks Companies are those that you're added on as a Regular User (non-Accountant). In order to resolve this, a Master or Company Admin will need to remove your Regular User from each company showing this way, then re-add you as an Accounting Firm. Here's how:

 

Removing a Regular User

  1. From QuickBooks Online, click the Gear icon (⚙) > Manager Users
  2. Click the Action drop-down ▼
  3. Select Remove User.

Once you've been removed from those companies, to have them listed as clients in your QuickBooks Online Accounting firm (QBOA), have the clients add you as an Accountant User:

 

Adding an Accountant User

  1. From QuickBooks Online, click the Gear icon (⚙) > Manager Users
  2. Click the Accountants tab > type the accountant's email in the bar.
  3. Select Invite. Follow the instructions in your email to accept the invitation.

Check out our article on adding an accountant user here for additional information. I'm also including a brief video demonstration of the third step:

 

By doing this, you can access all of the QuickBooks companies you manage from the same place. Please know I'm always available here anytime you need a helping hand, I want to ensure your success. Thanks for reaching out and take care.

View solution in original post

Highlighted
New Member

Re: Client Accounts

My client is showing another accountant as there accountant.  They are moving their business to me an I am not sure how to get it transfered to my QBOA, any ideas?

 

Highlighted
Moderator

Re: Client Accounts

Hi @JS33 

 

If the old accountant hasn't removed their access yet from the client, you would need ProAdvisor Support to help you move them.  Support can also help to see if the client is direct billed or still a part of the old firms Wholesale Billing.  These are some things that will need to be clarified 1st before that old accounting firm can be moved off and Support can help you with that.

 

 

 

 

Need to get in touch?

Contact us