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myiphonectc
Level 1

How to give access to client after accountant has purchased subscription on behalf of the client

How to give access to client after accountant has purchased a subscription on behalf of the client ?
1 Comment 1
Ethel_A
QuickBooks Team

How to give access to client after accountant has purchased subscription on behalf of the client

Let me help you achieve your goal of giving your client access to the account, @myiphonectc.

 

Before we begin, I would like to clarify some information about the access you want to give to your client.  Do you want to add them to your bundle subscription?

 

When you invite your clients for your accountant subscription bundle and facilitate their subscription to QuickBooks Online (QBO), they will receive an email prompting them to establish their user information and password for their company account. 

 

Once done, they can utilize the same credentials to access their account.

 

After purchasing a subscription for them, select the Make me the primary admin checkbox of the account if you will do admin work for your client, then hit Save.

 

Here is an article to guide you for more options in adding a client to your subscription: Add clients to QuickBooks Online Accountant.

 

For additional assistance in overseeing your client's account and information, I recommend examining the following articles:

 

 

You're always welcome to post here if you need further help regarding your client's account company settings.