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Intuit Biz e-filing closure on December 21 at 6:00PM PST. Select your product for more Hot topics. Lacerte | ProConnect | ProSeries
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quickbooks client access
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zorro1956
Level 1
08-15-2020
01:22 PM
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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 Comment 1
qbteachmt
Level 15
08-15-2020
04:21 PM
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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.
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