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quickbooks client access

zorro1956
Level 1

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

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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