cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
will97
Level 1

Quickbooks package plan for over 100 clients

Hello, please i want to make an enquiry about QuickBooks Online:
I am an Accountant and now I have clients that are more than 100 that I want to be managing their accounts on my QuickBook Online as an agency, Is it there any package on QuickBooks online that can allow me manage up to 100 clients on one Quickbooks online account?

If no, what advise can you give me on how to go about it?

 

Thanks

2 Comments 2
SheandL
QuickBooks Team

Quickbooks package plan for over 100 clients

We're thrilled that you've chosen QuickBooks as your trusted partner in managing your clients' businesses, @will97. To effectively handle 100 clients or more, we recommend using QuickBooks Online Accountant (QBOA). I'd love to discuss this option further to ensure it meets your needs.

 

This plan is specially created to help accountants easily manage and add clients from one place. With QBOA, you can add as many as 2000 clients to a single account, making it a flexible option that can expand as your business grows. It includes a wide range of tools and features designed to simplify your accounting work and boost your productivity.

 

To get started with one, please follow these steps:

 

  1. Please visit this website: https://quickbooks.intuit.com/global/accountants-software/.
  2. Beside the Login button, select your country and choose your preferred language.
  3. Once done, click the Free sign up for accountants.
  4. You'll be routed to a new web page. If you're new to QuickBooks, you need to Create an Intuit Account. However, if you already have one, click the Sign In button. 
  5. Enter your credentials, then click Create Firm. 
  6. Once your firm is created, please contact us or click the Help button within your firm's dashboard so our live experts can assist with connecting your companies.

 

Here's a screenshot for your reference: 

 

 

 

Moreover, once you've set up your accounting firm, here are some helpful articles to guide you in managing pricing plans, projects, and tasks:

 

 

Feel free to visit this forum if you have any other questions, will97. I'm here to provide prompt responses to your queries.

Chrea
Level 6

Quickbooks package plan for over 100 clients

@will97 

You can manage 100 QB Online accounts with your free QB Online Accountant account. If your client don't need to access their QBO account, I would recommend to use an old QB Desktop with a non subscription license to lower your total costs.