Rest assured that I understand what you're conveying, @HAM9. I'm here to ensure you can add your new QuickBooks Online (QBO) client to your firm.
You're on the right track in adding users to your firm. Please know that in this section, you'll need to enter your customer's details and indicate yourself as the Primary admin.
Moreover, adding your clients to your business can be done in two different ways, and I'm here to provide guidance on both methods.
If your customer wants you to choose what subscription is best for them, you can include them in your ProAdvisor Preferred Pricing plan.
- Open your QBO Accountant.
- Click Add client.
- Please enter their information, such as business name, email address, and mobile phone number, and indicate if they're an individual or a business in the Client contact information section.
- In the Product subscription section, choose both the Yes, add a subscription, and ProAdvisor discount options. Then, select Next.
- Choose a QBO plan that is suitable for your client and review the pricing on the next screen. If you want to change their plan, click Change, or if you won't select Next to continue.
- While in the process, you can also add QBO Payroll or QB Time products to their subscription. Once done, select Next.
- Please review your order and the total amount that will be billed to your firm on the Checkout screen. Also, you can remove products, change billing plans, and assign yourself as the Primary Admin if you and your client agree. If everything looks good, click Place order.
On the other hand, if your client wishes to pay for their subscription, you can give them a discount and let them handle their billing, you can follow these steps.
- Open your QBO Accountant.
- Click Add client.
- Add the necessary contact information like their business name, email address, and mobile phone number, and indicate if they're an individual or a business in the Client contact information section.
- Choose both the Yes, add a subscription, and Direct discount options in the Product subscription section. Then, select Next.
- Pick a QBO plan that is appropriate for your client and review the pricing on the following screen. You can change their plan by clicking Change or selecting Next to continue.
- At the same time, you can also include QBO Payroll or QB Time products in their subscription. Once done, select Next.
- Please review your order and the total amount that will be billed to your firm on the Checkout screen. Also, you can remove products, change billing plans, and assign yourself as the Primary Admin if you and your client agree. If everything looks good, click Place order.
Please read this article for reference: Add clients to QuickBooks Online Accountant.
At the same time, as the accountant and the person responsible for setting up their QBO account, you need to be the primary admin of your firm. This will allow you to transfer the account to them in the future if your services are no longer required.
If you want to manage your firm and keep track of your client list, you can read this comprehensive article that will guide you: Manage clients in QuickBooks Online Accountant.
Feel free to get back to this post if you have other concerns about adding clients to your firm. I'll be sure to get back to you as soon as possible. Have a good one!
