QuickBooks Online For Dummies, 5th 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 QuickBooks Desktop 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 QuickBooks Desktop product.

Need to remove a client from your Client list? See Chapter 11 for details on making a client inactive.

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 his company and then invite you to access it
• By creating a client’s company for the client

If you participate in the Wholesale Billing program (also called the Intuit Wholesale ...