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March 20, 2021
Question

It seems im signed up for quickbooks online plus but in the modules i'm doing for pro advisor theyre using quickbooks online accountant how do I switch?

  • March 20, 2021
  • 1 reply
  • 0 views
it seems like there is a feature in quickbooks accountant that is different because they can do things like assign tasks to different people but all I have are just the Accountant and the business views available.

1 reply

Angelyn_T
March 20, 2021

Hi Juan Carlos.

 

I appreciate you for reaching out to us here on the Community page.

 

You have two options to switch over to the accountant version of QuickBooks. I'm here to share them with you.

 

The first is from the client's invite email.

 

  1. Ask your client to invite you to be their accountant.
  2. Open the invite email and select the Accept Invitation link.
  3. Follow the steps to create an account.

 

Once done accepting the invite, you'll have a brand new QuickBooks Online Accountant (QBOA) firm.

 

 

The second option is to create a new QBOA firm directly from our website. For your guide, you can open this article: Sign up for QuickBooks Online Accountant.

 

To get started with QBOA, you can also check out these links:

 

 

Let me know how else I can assist you with switching to the accountant version of QuickBooks. I'm just a few clicks away to help. Keep safe!