QuickBooks Online For Dummies, 7th Edition

Chapter 13

Adding Companies to the QB Accountant Client List

IN THIS CHAPTER

Adding client QuickBooks companies to the QB Accountant Client list

Importing company data from QuickBooks Desktop to QuickBooks Online

Switching client company files in QB Accountant

After getting established in QB Accountant, you need to populate the client list with QuickBooks clients, which can happen in a couple of ways. In addition, you may need to help a client set up a QuickBooks company by creating a new company or by importing information into the QuickBooks 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 12 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 a company and then invite you to access it
• By creating a client’s company for the client

If you participate in the ProAdvisor Preferred Program that ...