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Level 1
August 15, 2020

quickbooks client access

  • August 15, 2020
  • 1 reply
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client wanted me to access their quickbooks accounting program.

client provided me with an "invite".  i accessed it and i "subscribed" as a Quickbooks Accountant

user.   Now what?  How to I access the client's info.  I have an account with Quickbooks as an accountant and I can not get into the client's account.

 

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    1 reply

    qbteachmt
    Level 15
    August 15, 2020

    You are describing accessing a QB Online account, which is cloud-based. That is not a QB Program. It's your client's subscription to a service. You would add them to your QB Accountant Portal so that you can log into their data account.

    I recommend you use (and bookmark) this Link:

    https://quickbooks.intuit.com/learn-support/us-quickbooks-community/misc/03/community-us

    That is the link to the QB Community. Where you are right now is Not the QB Community. You will want to ask and learn from the QB Community.

    Don't yell at us; we're volunteers