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Kwanhyun-Kim
Level 1

As an accountant, How can I make my own account and set up my client companies?

 
1 Comment 1
JoesemM
Moderator

As an accountant, How can I make my own account and set up my client companies?

You can sign up for the QuickBooks Online Accountant (QBOA) firm to manage your clients. I’d be happy to provide insights into the signup process to help you get started.

 

QBOA is a distinct version of QuickBooks that allows you to assess a client's financial records, modify transactions, and resolve problems. It also provides enhanced bookkeeping features and access to ProAdvisor perks. 

 

However, you can set up a new QBOA firm either through our website or through an invitation from a client. Keep in mind that even if you possess an existing Intuit user ID, it may be beneficial to create a new profile specifically for your firm. Thus, it can't be upgraded from your current QBO subscription.

 

Please note that this QBOA feature may not be accessible in all regions. Follow these steps to proceed on how to sign in our website:

 

  1. Go to our website.
  2. Sign in with your user ID and password.
  3. Choose to Create a firm.
  4. Follow the onscreen steps.

 Screenshot 2024-12-15 105006.png

Here's how you can create an account from a client's invite email:

 

  1. Ask your client to send the invite to the email address connected to your existing user ID. If you want to create a brand new profile, ask them to send it to a different email address.
  2. Open the invite email and select the Accept Invitation link.
  3. Sign in with your user ID and password.

 Screenshot 2024-12-15 110012.png

Also, I'm adding these articles that you can read through for guidance in managing your account and clients in the future:

 

 

If you have additional concerns about creating QBO accounts or related questions, please don’t hesitate to reach out. I’m here to assist you.