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January 19, 2024
Question

Add clients back

  • January 19, 2024
  • 1 reply
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1 reply

January 19, 2024

Hello, @qiyanqi. I'm here to assist you in re-adding your clients to QuickBooks Online Accountant.

 

To do this, ask your client to send the invite to the email address associated with your QuickBooks Online Accountant firm. They can follow these steps:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙️ icon and select Manage users.
  3. Click Accounting firms.
  4. Enter the accountant's email address, then select Invite. Follow the prompt to verify your account.

 

Once this is done, open the invite email and select the Accept Invitation link. Then, sign in with your user ID and password. When you accept the invite, QuickBooks will connect their accounts to your firm and add them to your client list, allowing you to review and make edits to their books.

 

Please note that the steps above are intended for clients who already have QuickBooks. To add clients who are new to QuickBooks or if you want to add them to your ProAdvisor Preferred Pricing plan, you can follow the steps in this article instead: Add clients to QuickBooks Online Accountant.

 

If you encounter any issues, you can follow the steps in this article to troubleshoot the problem: What to do if you can't accept client invites in QuickBooks Online Accountant.

 

Please let me know if you have any further questions about re-adding clients in QuickBooks.