How to Add Clients to QuickBooks Online Accountant No Matter Who They Are

add accountant to quickbooks online

The main user roles available in QuickBooks are standard and admin. The admin role has full access to all areas of QuickBooks, while the standard role has limited access to sensitive financial data. You may also add reports-only users and time-tracking-only users, and they won’t count toward the standard user limit. One of the reasons QuickBooks Online is awarded our best small business accounting software is its scalability.

  • Or click Get things done in the toolbar and select the Manage users icon in the Company box.
  • I’ll add this article as your reference on how to manage your clients in QuickBooks Online Accountant.
  • For all accountants considering enrolling into a ProAdvisor program and focusing on data specialization as a niche, you can basically play the same game, but on the cloud.
  • They can run bulk processes and batch reports for convenience.

The Master Admin is considered the owner and primary contact for the subscription. Under Client contact information, select whether your client is a Business or Individual and fill in their name and contact information. Click +Add more info if you’d like to add additional details now, such as a business address and phone number. If your client has not signed up for QuickBooks Online, adding them through QuickBooks Online Accountant is the way to go for a variety of reasons. Yes, you can limit a user’s access to specific areas and features of QuickBooks by customizing their user role.

Add accountant users in QuickBooks Online

Your customers, vendors, and employees entrust sensitive information that you’ve added to your QuickBooks company file. Continue to earn their trust by protecting their data as well as your own. QuickBooks Online shows you what specific users’ access rights are. Click the Manage users icon to add a new user to your QuickBooks Online account.

add accountant to quickbooks online

In an ideal world, all of your clients would be using QuickBooks Online or QuickBooks Self-Employed, but we know that’s not always realistic. Intuit (the owner of QuickBooks) requires users to use the same password across all Intuit programs and websites. For example, if the new user had previously signed up for TurboTax or Mint (other Intuit products), the password for those products must also be used for QuickBooks Online. It’s easier to understand this lesson, as well as our other free QuickBooks Online tutorials, if you follow along in your own QuickBooks account.

Step 1: Navigate to “Manage Users”

If there is not any, you can select the drop down and add a payroll subscription. You can specify for these users which areas within Quickbooks Online they can access. If you have more than one QuickBooks Online Accountant firm under your user ID, quickbooks accountant you will be asked to choose the firm you wish to this client to. If you are a team member, you and the firm’s master admin will automatically be selected. Next, choose whether or not to become the Master Admin of the client’s QuickBooks company.

add accountant to quickbooks online

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more. We’ll receive an email and then we’ll be able to access your account.

One more step…

From the homepage of QuickBooks Online Accountant, Click Add Client in the upper right of your client list. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Tim is a Certified QuickBooks Time (formerly TSheets) Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience.

  • You’ll be able to organize and view contact information, assign and track projects, and collaborate with clients and your team.
  • You’ll also learn how to invite your accountant to your QuickBooks account so that they have real-time access to your most current data.
  • But it may be a case related to QBO defects or permissions policy when your accountant still can’t access some information or can’t make necessary changes.

You want a solution that is easy for you to use and easy for your clients to use. QuickBooks Online Accounting, Wave Accounting and Sage Business Cloud Accounting are three popular solutions. Under the same screen, Manage Users, there is an option to invite your accountant.


They can run bulk processes and batch reports for convenience. It also allows them to jump to management reports and a chart of accounts to get a higher-level look at the accounts. One particular time-saving feature is the custom bank feeds that help clean up data quickly and accurately. Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants.

add accountant to quickbooks online