When adding and subscribing for a new QBO client as a QBOA, can I use my QBOA credentials (Email and phone number) for the client organization so that I am a Primary Admin for my QBOA file as well as Primary Admin for the client QBO file. I want to be able to be Primary Admin for my QBOA file as well as any number of new QBO organization I subscribe for under my QBOA account.
In my services and SLA with prospective clients I want to make it clear that I would own the client set of QBO Books while I am offering my services to them. This is so that data integrity is ensured of my work and my deliverables to the client are not impacted. This would otherwise be compromised if the Primary Admin of the client organization in QBO is them as they could alter my work performed for them.
In future if we want to part ways, I would share their data with them but retain their QBO file and let it die it's natural death unless at that point the client wants to take over their QBO file in which case I would change the Primary Admin to them and kick them out of my QBOA umbrella and let them be own their own and let them choose what they want to do moving forward.
