Bookkeeping

Prepare your new email address and signup for a new QBO Accountant CA account for free. You will ask the potential client to invite you as an Accountant Firm later.

https://quickbooks.intuit.com/learn-support/en-ca/help-article/account-status/manage-clients-quickbooks-online-accountant/L52NuBGQ9_CA_en_CA?uid=lduxal21

Hi there, @brittnbkj4m. I want to share some insights about doing bookkeeping for a client in Canada.

Ideally, bookkeepers and accountants should use the same version of QuickBooks Online as their clients. For instance, if you have QuickBooks Online Accountant for the US, your client should likewise have an account with QBO US.

As an alternative, you can request to be added as the Company Admin given that your client is from Canada. This allows you to manage their books and finances. Here's how:

1. Click on the Gear icon.
2. Choose Manage users.
3. Go to the Users tab, then hit  Add user.
4. Choose Company admin, then click Next.
5. Go through the on-screen instruction, then hit Save.

If you're good, see these additional modules. These include more details about how to manage roles and access in QuickBooks.

• User roles and access rights in QuickBooks Online
• Add and manage users in QuickBooks Online

Fill me in for more help regarding user management, accounting, or QuickBooks in general. It's my pleasure to guide you through. Take the best care!