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I've got the necessary steps and information to help you add clients to your online accountant file, Alvin.
If you've added clients who don't use QuickBooks and already included them in your firm, the program sends a confirmation email to your client that lets them set up their password. Detailed inputs are stated from there to help them access the account you've set up.
However, if your client already has QuickBooks Online, you can ask them to invite you as their accountant to their company data. You can guide them using these steps:
I'm also sharing this reference for additional insight: Add clients to QuickBooks Online Accountant.
Moreover, you can check out these resources to guide you in managing your account and clients in the future:
I'll be on this thread anytime you require additional assistance when managing clients to your online account. Just reply to this post, and I'll be around to get you covered. Keep safe, and have a good one!
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