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July 4, 2024
Question

How do i set up a password for a client account for them to access their account under my accountant subscription bundle?

  • July 4, 2024
  • 1 reply
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1 reply

July 4, 2024

Hi there, accounts. I've got the information needed to set up a password for your client's account.

 

You don't have to worry about creating your client's password for their account since they'll be the ones who'll set it up. When you invite your clients to your accountant subscription bundle and subscribe to QuickBooks Online (QBO) for them, they'll receive an email where they can set up their user info and password for their company.

 

Once finished, they can use the same credentials to log in to their account.

 

See this article for additional information: Add clients to QuickBooks Online Accountant.

 

For further guidance in managing your client's account and information, I suggest reviewing these articles:

 

 

You're always welcome to post here if you need further help regarding your client's account company settings.