How to add a client in QuickBooks Online Accountant
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.
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