There are some settings you will need to look at on behalf of your client. Click the next to your client’s company name to open the file. Pretty simple, right? The new QBO file should already be listed on your client dashboard in QBOA.

You must be at the Your Practice screen or the workflows below will not be there. Make sure you are not in a client’s file. Log into QBOA and look for the “ +” symbol at the top right. This checklist starts by working from the QuickBooks Online Accountant (QBOA) dashboard. If your client is new to the QuickBooks family, setting up QuickBooks Online (QBO) is just a few clicks away. This section is designed to walk you through the process, step by step, with easy-to-follow checklists. Now it’s time to set them up! Whether you’re setting up a new client or moving your first client from QuickBooks® Desktop or Mac to QuickBooks Online, the process is not as difficult as you may think. Congratulations on securing your new client.