November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
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Chapter 17
Assembling Your Client and Team Roster
IN THIS CHAPTER
Opting into QuickBooks Online Accountant
Setting up your firm’s free Advanced subscription
Building out your client list
Expanding your team and assigning lead accountants
As the saying goes, “If you want to go fast, go alone. If you want to go far, go with others.” Whether you’re managing a handful of clients on your own or building a full-fledged practice, QuickBooks Online Accountant helps you go further by keeping your team and clients connected in one place. This free, cloud-based platform gives accountants and bookkeepers one-click access to client companies, built-in tools for cleaning up books, and a secure workspace for managing an accounting firm’s own finances. It’s designed specifically for professionals who support multiple clients and need efficient ways to switch between companies, collaborate with team members, and stay on top of firm-wide workflows. Think of it as your home field — a centralized hub where you can assemble your roster, assign roles, and run plays smoothly thanks to a single sign-on ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.