You've just met with a new client. They're a small business owner who has been managing their books with a number of spreadsheets up to now, but you have convinced them that QuickBooks Online will make it easier to run their business. What's the recommended way to add this client to your practice?

Question

Landen

Business

7 December, 12:47

You've just met with a new client. They're a small business owner who has been managing their books with a number of spreadsheets up to now, but you have convinced them that QuickBooks Online will make it easier to run their business. What's the recommended way to add this client to your practice?

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Answers (1)

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Lena Franco · Answer 1

Answer: The recommended way to add the client to QuickBook Online is to go to QuickBook Accountant. The process is easy and there is a tutorial online. You will go to the Quickbooks Online Accountant page and at the top right hand corner there is a button to add a new customer or you can use the plus sign at the top middle off the page. The information will need to be manually put in.