Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Thanks for sharing your query about changing from QuickBooks Online (QBO) to QuickBooks Online Accountant (QBOA), vinceangelo. I'll share some information about this matter.
Please note that the direct transition from QBO to QBOA is not possible. Thus, signing up for a QBOA account is needed so you can access it. You can proceed with the following steps below:
Alternatively, you can sign up for QBOA through an invite email sent by your client or your QBO account. Here's how:
Upon receiving the invitation, right-click the Accept Invitation link and copy the web address. It opens the sign-in page manually.
Once signed up, you can use QBOA and manage your tasks. However, you can always switch back to QBO anytime by hovering over the Gear icon and clicking the Switch company option.
For more details, refer to this source Sign up for QuickBooks Online Accountant.
Furthermore, here's a helpful article that will guide you on how to keep track of your client list: Manage clients in QuickBooks Online Accountant.
Please know I'm only a post away if you have follow-up questions about this or anything else with QuickBooks. I'll be here ready to help. Keep safe.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here