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January 3, 2024

Hi there, Joseph.

 

Let me guide you on how to add clients to your QuickBooks Online Accountant.

 

Here's how:

 

  1. Select Wholesale discount (we bill your firm) to add your client to your wholesale discount plan.
  2. Review the available QuickBooks products in each section.
  3. Choose the products you want to subscribe your client to.
  4. Click the Make me the primary admin checkbox if you also plan to do admin work for your client.
  5. Select Save.

 

QuickBooks automatically links their accounts and adds them to your client list, allowing you to review and edit their books quickly.

 

Let me know if you have further questions regarding adding clients to QuickBooks. I'm always here to help. Have a great day!