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bdvorani9-gmail-
July 6, 2024
Question

Hi everyone,Does anyone know how can I add US clients on my QBO as a practice based in the UK?

  • July 6, 2024
  • 1 reply
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1 reply

4
4Gal
July 6, 2024

You need to sign up for a QBOA US account to manage your US clients. Ask your client to help create a new one with the phone number and you can change the phone number to your own later.

M
MAnneJ
July 6, 2024

Adding clients from a different region to your QuickBooks Online Accountant (QBOA) UK account isn't possible, Bdvorani9. I know an alternative option to help you out.

 

If you are an accountant, adding clients is exclusive to the same region. However, as a workaround, we can let your client invite you as an accountant from their QBO account as a primary admin user.

 

  1. Sign in to your QBO account as a primary admin.
  2. Go to the Gear ⚙ icon and choose Manage users.
  3. Select the Accountants tab.
  4. If you invite an accountant for the first time, enter the accountant's email address, then select Invite. Follow the prompt to verify your account.
  5. Select Invite if you're adding a second accountant. 
  6. Enter their name and email address, then choose Save.

 

In addition, you might want to check this article to learn more about user roles and access permissions in QBO: User roles and access rights in QuickBooks Online.

 

If you've got other follow-up questions about inviting users to QBO, let me know by adding a comment below. I'm more than happy to help.

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