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May 13, 2023
Question

"Client request" receiver. IS the email address on the receiving end when an accounting firm sends a client a "client request" the address for "primary admin" user ONLY?

  • May 13, 2023
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1 reply

May 15, 2023

Hi sonja7,

 

I appreciate you reaching out here, to ensure your client receives a request to access their QuickBooks Online account.  I'd be happy to help!

 

If you're adding a client to access their books, you'll use their email address.  This provides their own login credentials.  Once they've accepted the invitation, you can make any changes as you see necessary, to their user role and access rights.  If you're the current Primary Admin on the account, you can transfer the role to the company owner.

 

Please don't hesitate to contact us if you require additional assistance.  We'd enjoy the opportunity to work with you in real time, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

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Feel free to reach back out if you have other questions.  We're always glad to assist!