How to add a client in QuickBooks Online Accountant

Published: 22 February 2023
on channel: Intuit QuickBooks
39,165
119

There is an updated version of this video. Watch here:    • How to create a client in QuickBooks ...  

You can access your client’s books directly from QuickBooks Online Accountant, but first you need to add them to your Client list.

Let’s go over how to set up a new client, create a new account for them, select their billing and subscription options, and what to do if you ever need to update their info.

If your client already has a QuickBooks account, they should invite you as an accountant user instead.

We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic:

All Trainings - http://intuit.me/2V3g3mI

Getting Started - http://intuit.me/3zcYyzg
Online Settings - http://intuit.me/2VTZSZs
Account Services - http://intuit.me/3kzFnf2
Sales and Invoicing - http://intuit.me/3rpUo4h
Expenses - http://intuit.me/3itWLz7
Sales Tax - http://intuit.me/3ruXILF
Setting Up Payroll - http://intuit.me/2VU2XZw
Cash Flow: http://intuit.me/2UTC9YZ
Inventory - http://intuit.me/3xTzPzZ
Apps: http://intuit.me/36OvfqB
Accounting Topics - http://intuit.me/36OifkR
Reporting - http://intuit.me/3eEtoZQ
QBO Advanced - http://intuit.me/3rpqzkz
QuickBooks Commerce - http://intuit.me/3g0bxNL
QuickBooks Time: http://intuit.me/3scqhxE

Subscribe to our YouTube channel: http://intuit.me/3bOj0M2
Visit QuickBooks.com: http://intuit.me/QBO

The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.

#QuickBooks


Watch video How to add a client in QuickBooks Online Accountant online without registration, duration hours minute second in high quality. This video was added by user Intuit QuickBooks 22 February 2023, don't forget to share it with your friends and acquaintances, it has been viewed on our site 39,165 once and liked it 119 people.