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A
Alexa-Dinsdale
March 12, 2019
Solved

Can I add a U.S. based client into QBO as a Canadian bookkeeper?

  • March 12, 2019
  • 3 replies
  • 0 views

I am a Canadian bookkeeper who wants to take on a client in the U.S. My potential client uses Quickbooks Desktop so I would need to transfer them to Quickbooks Online. I have been told that this can't be done since I am a Canadian entity using QBO(CA). If this can't be done, when will this option be available? I already have one client in the U.S. and had to switch to another accounting software since QB doesn't allow this. I highly recommend you make this an option as a lot of Canadian bookkeepers and accountants have U.S. clients!! Thank you!

    Best answer by Juliet2

    Hi Alexa,

    You absolutely can take on QBO US clients.  We do!  You can't however do it with your existing QBOA account.  So what you need to do is set up a QBOA account in the US.  You will need a different email address than the one that you are using for your Canadian QBOA otherwise it gets really messy. 

    If you are using the Desktop App for QBO it also allows you to switch between your US and Canadian QBOA accounts. If you are only using browsers, then you would just need to log out of one and into the other.

    Hope that helps!

    3 replies

    N
    Nadine Lebrun
    March 12, 2019

    You still have to register with a different email. You'll have an account, to add US clients, but if you want to publish your profile, so far at the moment you need to pass the US Certification, and submit IDs, etc... this part is harder.

    J
    Juliet2Answer
    March 12, 2019

    Hi Alexa,

    You absolutely can take on QBO US clients.  We do!  You can't however do it with your existing QBOA account.  So what you need to do is set up a QBOA account in the US.  You will need a different email address than the one that you are using for your Canadian QBOA otherwise it gets really messy. 

    If you are using the Desktop App for QBO it also allows you to switch between your US and Canadian QBOA accounts. If you are only using browsers, then you would just need to log out of one and into the other.

    Hope that helps!

      K
      KATA
      March 12, 2019
      I'd just like to add that I'm going through this exact situation currently.  Another challenge is if you use QBO Payments, your customers who are billed in USD will not see the "Pay Now" button and be able to use their credit card.  There is a workaround with Plooto that I'm currently vetting.
      P
      pbellemore
      February 20, 2020

      Hello. Just wondering if you ever figured out if this workaround works through Plooto. I am just in the process of setting up a US QBOA account and looking at all of the bugs to fix in advance.

       

      K
      kehalcpa
      July 9, 2021

      As the Canadian tax system is complex, a tax accountant in Canada will help their client to go through this system and let you minimize the tax weight on them.

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