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Beachwood
Feb 3, 2024 3:35 AM UTC
Question

How do you make a client your firm?

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?

8 replies

4Gal
Feb 3, 2024 8:16 AM UTC

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

https://get.transactionpro.com/qbo

 

JamesM4
Feb 5, 2024 2:57 PM UTC

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? 

BeachwoodAuthor
Feb 5, 2024 6:42 PM UTC

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

JamesM4
Feb 5, 2024 7:05 PM UTC

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? 

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