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Thanks for visiting the Community today, @SimX. I'm more than happy to provide you with some valuable insights regarding adding a client from the US region. Rest assured that I'll do my best to help you with your concerns.
You're right that QuickBooks Online (QBO) accounts vary with their regions. That said, you'll be unable to service a client that is using a QBO US version if you have the QBO Accountant for Global version.
To sort this out, I suggest signing up for a QBO Accountant firm in the US region so they can invite you as an accountant and you can handle their books properly. However, please note that you'll have to use a different login to your current QBOA global version sign-in details since QuickBooks will recognize that you already have a QuickBooks firm for that account.
Here's how:
Once done, you can check out these articles for the complete steps on how you can add them to your firm:
Additionally, you can check out these articles for your reference in managing your account and clients in the future:
If you have any other follow-up questions about handling your clients in QuickBooks, let me know by adding a comment below. I'm always here to help. Have a great day!
You need to prepare another email address and sign up for a QBO Accountant US account.
Thanks for visiting the Community today, @SimX. I'm more than happy to provide you with some valuable insights regarding adding a client from the US region. Rest assured that I'll do my best to help you with your concerns.
You're right that QuickBooks Online (QBO) accounts vary with their regions. That said, you'll be unable to service a client that is using a QBO US version if you have the QBO Accountant for Global version.
To sort this out, I suggest signing up for a QBO Accountant firm in the US region so they can invite you as an accountant and you can handle their books properly. However, please note that you'll have to use a different login to your current QBOA global version sign-in details since QuickBooks will recognize that you already have a QuickBooks firm for that account.
Here's how:
Once done, you can check out these articles for the complete steps on how you can add them to your firm:
Additionally, you can check out these articles for your reference in managing your account and clients in the future:
If you have any other follow-up questions about handling your clients in QuickBooks, let me know by adding a comment below. I'm always here to help. Have a great day!
Hi Kevin
Thanks for the detailed reply. What if i have a mix of clients ie from USA and Other countries using global version. Is there a way to handle my entire practice in one QBO.
Thanks for your support
Thanks for the prompt reply, @SimX.
I understand how convenient it would be to have a single login account catering to clients from other countries. Let me add info about this.
As my colleague stated above, you can provide service to clients from QBO US by signing in to a QBOA US version, separate from the QBOA for Global.
Both versions vary because of their regions. Currently, it's not possible to handle the entire practice in one QBOA account.
For future reference, you might want to learn how to add and edit user info for your accounting firm, check out this article: Add and manage your accounting team in QuickBooks Online Accountant.
If you have more QBOA concerns, don't hesitate to ask back here. We'll be willing to lend a hand. Take care and thanks again.
Thankyou for your reply @Bryan_M
In this case, can i use only my QBOA non-US account to invoice for my practice under both the accounts i.e. QBOA US and QBOA non-USA.
I want to have a single view of my earnings so that is why i would like to invoice all customers from one account.
It's great to see you in the Community, SimX.
I can see the importance of having a concise and thorough overview of your profits, as it plays a vital role in the growth and success of your business. Let me point you in the right direction on how to achieve your goal
As mentioned earlier by my colleagues, QuickBooks Online Accountant (QBOA) varies from region to region, including taxes and agencies. However, you can utilize the multi-currency feature to invoice for both your QBOA US and international accounts. But before you proceed, it's always a good idea to seek guidance from a tax advisor or accountant who can provide expert advice on the most suitable approach to tackle this situation.
To start, turn on the option by going to the Multicurrency screen. I'm here to ensure the process is a breeze for you.
Here's how:
To add your US clients:
For further information on how QuickBooks Online handles the Multicurrency feature, refer to this article: Set up and use Multicurrency in QuickBooks Online.
If you wish to assign a foreign currency to bank and credit card accounts, check out this article for detailed instructions: How to add a foreign currency account in QuickBooks Online.
We have compiled a range of topics that can provide answers to common queries regarding how QBO supports multiple currencies. These resources are designed to aid you in conducting business with foreign clients, suppliers, or employees:
Reach out to me again if you have any clarifications about using QBOA in other regions and invoicing your clients (US and non-US). I am always happy to assist you in any way that I can. Have a great rest of the day, SimX.
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