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January 24, 2021
Question

Is there a way to add company space or subscription whatever you call it on my QB Accountant. Mine are all full?

  • January 24, 2021
  • 1 reply
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On the weekend! I need to do a company start up for someone?

1 reply

January 25, 2021

Hi Judith17,

 

It's awesome to hear that you're using QuickBooks Online Accountant to work with clients, and it sounds to me like you're looking for a new shell account to enter your client data. I can help point you in the right direction do purchase new shell accounts.

 

QuickBooks Online Accountant users have special deals they can take advantage of, such as being able to purchase what are called shell accounts for their clients. These are empty accounts given to you at a special rate that you can then use for your clients. These kinds of accounts are sold exclusively by account managers, and I can show you how to get in touch with yours.

 

In QuickBooks Online Accountant, all you need to do is select the ProAdvisor tab and then Your Account Manager. Whether you already have one assigned or not, you'll see the details there to get in touch with the person that can help. Account manager support hours are typically from Monday to Friday, but you can check in with your specific account manager to see if they have extra hours and what options you have for weekends.

 

In addition to these specially priced shell accounts, QuickBooks Online Accountant users can also add clients via wholesale billing. Using this option, you can create a new client account right through your account to get started working on their books. You can learn more about it here: Wholesale billing resources for QuickBooks Online Accountant

 

I hope this has been helpful. Don't hesitate if you have other questions. :)