How to access a client’s QuickBooks Online (QBO): Option 1 – Ask the client to invite you as their accountant (Gear icon > Manage Users > Accounting Firms > Invite Accountant). Once you receive the email, click 'Accept Invitation' and log in with your QuickBooks Accountant account. Option 2 – The client may provide their login credentials directly (email and password), but this is less secure and not recommended by Intuit. #freelancer #bookkeeping #bookkeeper #wfhmoms #qbo | Mommy Beanne
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How to access a client’s QuickBooks Online (QBO): Option 1 – Ask the client to invite you as their accountant (Gear icon > Manage Users > Accounting Firms > Invite Accountant). Once you receive the email, click 'Accept Invitation' and log in with your QuickBooks Accountant account. Option 2 – The client may provide their login credentials directly (email and password), but this is less secure and not recommended by Intuit. #freelancer #bookkeeping #bookkeeper #wfhmoms #qbo | Mommy Beanne
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