Skip to main content
B
Beachwood
February 3, 2024
Question

How do you make a client your firm?

  • February 3, 2024
  • 2 replies
  • 0 views
I have my business on a quickbooks account and have now begun providing bookkeeping services. I tried transferring my business to my accountant account. But it's in there as a client. I need to make it my firm. Anybody know how to do that?

2 replies

4
4Gal
February 3, 2024

You can purchase a 3rd party migration service or use a migration tool.

https://get.transactionpro.com/qbo

 

J
JamesM4
February 5, 2024

Hello Beachwood. Congrats on starting your bookkeeping services journey with QuickBooks. I'll be happy to provide the info you need so you can get back to being the best at managing your business. To make sure we're both on the same page, do you currently have a QuickBooks Online Accountant account? If so, are you looking to add the account in question as a firm on your QBOA account? 

B
BeachwoodAuthor
February 5, 2024

Hi James! Thank you so much for the help!

 

Yes I already have a QB accountant account. And yes I’d like to add my existing QBO account as my firm.

 

thanks so much!

Tracy

J
JamesM4
February 5, 2024

I see what you're saying. Have you attempted to invite yourself as an accountant user from the account you'd like to add to your QBOA? 

Terms & ConditionsAccessibility statement