QuickBooks Online For Dummies, 2nd Edition

Chapter 12

Adding Companies to the QBOA Client List

In This Chapter

Adding client QBO companies to the QBOA Client List

Importing company data from desktop QuickBooks to QBO

Switching between client QBO company files in QBOA

After signing up for QBOA and logging in, the next step for the accountant is to populate the Client List with QBO clients, which can happen in a couple of ways. In addition, you might be helping a client set up a QBO company either by creating a new company or by importing information into the QBO company.

This chapter shows you how to add client companies to the Client List and how to import company information from the desktop QuickBooks product.

Adding a Client’s Company to the Client List

You can add a client company to the Client List in two ways:

• By letting your client create the company and then inviting you to access the company
• By creating a client’s company for the client

If you create a client’s company for the client and you participate in the Intuit Wholesale Pricing program, you can opt to manage the client’s subscription for him. In this case, Intuit bills you for the client’s subscription and you then bill your client. Alternatively, the ...