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Run QuickBooks Online Accountant & Manage Clients Easily

• 
• By Jonathan Browns
• Feb 18, 2026
• Accounting
• QuickBooks Online
• 7 min read

QuickBooks Online Accountant is a cloud-based software designed for accountants and bookkeepers to manage clients, access QuickBooks files, and streamline accounting workflows from one dashboard. Moreover, by signing up for this portal, you can get free training, support, and track all your and your clients’ work.

Continue reading this post to understand what QuickBooks Online Accountant is, its pricing plan, sign-up process, and how to get started.

Need instant help to access QuickBooks Online Accountant to manage your client data? Ring us at Call Us : +1-866-408-0444 and connect with our certified QB professionals for immediate assistance.

What is QuickBooks Online Accountant?

QuickBooks Online Accountant is a cloud-based platform that helps to handle your work, your clients, and your accounting practice under one roof. It reduces manual bookkeeping tasks, enables real-time collaboration, and provides access to QuickBooks ProAdvisor training and certification.

How is QuickBooks Online useful for accountants?

Using the Online Accountant QuickBooks, the professionals can:

• Get access to all QuickBooks client files from a single dashboard.
• Easily collaborate with clients in real-time.
• Handle the subscriptions and client billing.
• Monitor the firm’s productivity and workflows.
• Review and then adjust the Client’s books accurately.

How to Sign Up For QuickBooks Online Accountant?

Accountant must sign up for your QuickBooks Online Accountant product to manage clients and firm operations from one place. It’s also essential:

• To get access to your clients’ books of accounts in real-time.
• Enable you to share documents safely
• Use the products’ enhanced bookkeeping tools to edit transactions

Creating a new QuickBooks Online Accountant firm is a straightforward process. You can log in directly through a website or by sending an invite from a client.

Sign up for QuickBooks Online Accountant Online

The steps may vary for signing up for the QBO Accountant Online, which we have discussed below.

Case 1: If you haven’t used QBO

If you don’t have an existing user ID, or you need to create a new profile for QBO Accountant, do the following:

• Move to the QBO Accountant website according to your region.
• Choose the Accountants and click the QuickBooks Online Accountant option.
• Now, tap on the Sign Up option.
• Complete the process using the on-screen steps.

Case 2: If you are already using QBO

If you already have a user ID, generate a new QuickBooks Online Accountant firm from it.

• Visit the website according to your region.
• Move to the Accountants and hit the QuickBooks Online Accountant option.
• Choose the Sign Up and click the Already have an Intuit account? Sign in option.
• Finally, use the on-screen steps to complete.

Sign Up for a QuickBooks Online Accountant through a client invite email

Follow the steps for QuickBooks Online Accountant Sign up via client invite email.

Case 1: If you haven’t used QuickBooks

• Firstly, ask your Client to send an invite to be their accountant.
• Now, access the invite email and click the Accept Invitation link.
• Complete the process by following the on-screen steps.

Case 2: If you already used QBO

• Initially, ask your Client for sending an invite to the email address associated with your existing User ID.
• Now, access the invite email and click the Accept Invitation link.
• Log in to the QBO using the user ID and password.

What to Do If You Can’t Accept a Client’s Invite?

If you can’t accept the invite sent by the Client, follow the following steps to rectify invite issues.

First Step: Review Your Sign-In Details

If you are a QBO Accountant firm user, verify that your client sends the invite to the correct email address. It should be the one linked to the user ID that you access for login.

• Access the invite email and click Accept Invitation.
• Log in using the existing user ID and password.
• If you are accessing your Client’s account listed in the Client’s tab, you can easily manage your accounts.

Second Step: Test Your Browser Issues

If QuickBooks is already open in another browser window or tab, log out of all of them.

If you couldn’t connect, there might be some web browser issues. You must open the invite manually:

• Access the invite email and then right-click on the Accept Invitation link.
• Now, copy the web address and then paste it into a Private or Incognito window.
• This will open the login page automatically. Herein, mention the User ID and Password to use the QuickBooks Online Accountant firm.

Third Step: Ask Your Client To Cancel Your Invite

If you fail to accept the invite, perform the above steps and verify the invitation date.

The Client invite will eventually expire after 30 days. If the invite is sent close to or above 30 days, you don’t have to ask your Client to resend it. You need to perform the following steps to delete the original invite.

• Log in to QuickBooks Online as a primary admin.
• Move to the Settings menu and click Manage Users.
• Choose the Accounting Firms tab and search for your accounting firm.
• Next, tap on the small arrow icon and tap on Delete. If you notice any duplicate invites, delete them.
• At last, verify that the account has not reached its usage limit for accountant users.

Once you are done, you will get a new QuickBooks Online Accountant firm.

How to Get Started With Intuit QuickBooks Online Accountant?

Perform the following step-by-step instructions to start using the Intuit QuickBooks Online Accountant.

First Step: Set Up Your Account

Once you log in to QuickBooks Online Accountant, set your account. However, at the time of login, you may be asked to provide the following details:

• Firstly, log in to the QuickBooks Online Accountant.
• Provide your firm’s name and then insert the firm’s postcode. This code will help the potential clients locate your ProAdvisor portal.
• At last, click on Continue.

Second Step: Navigate to the QuickBooks Online Accountant Dashboard

Using the QuickBooks Online Accountant, you can take care of your work and clients in one place. Moreover, it also provides you with the list of clients. Also, you can switch between your client’s books and your practice by clicking the Go to Client’s QuickBooks drop-down.

After this, you can go back to your client dashboard/list and click QB Accountant icon.

Let’s learn more about the different areas you can use from the QuickBooks navigation.

1. Clients

The Client tab allows you to add, track, and handle all your clients in QuickBooks Online Accountant, even if they are not QuickBooks users. To review the status of the current-month-end for a specific client, hit the Bookkeeping tab.

To understand more about a client’s information in detail, choose the Client’s name to access their profile. Once you are in the Client’s profile, you can:

• Insert notes and important details about clients. QuickBooks will add a stamp on each note made in the client file to track it.
• Upload and take care of shared documents for you and your Client. Also, you can add, view, and delete your shared documents.

1.1 Add Clients in QuickBooks Online Accountant

Adding clients is important to improve your practice, and you will earn 10 points for adding the first QuickBooks Online client. Perform the steps below to add the Client.

Case 1: Add clients who already use QuickBooks

If your Client already has QuickBooks Online, ask your client to send an invite to become their accountant.

• Firstly, ask your Client to send the invite to the email address you access for the QBO Accountant firm.
• Access the invite email and click the Accept Invitation link.
• Login using the user ID and password.
• If a user has multiple QuickBooks Online Accountant firms, pick the one you wish to link your Client to.

Once your Client accepts the invite, QuickBooks will automatically connect your firm and add them to your client list.

Transfer clients with existing QuickBooks subscriptions to your wholesale discount plan.

The Primary Admin must use the following steps within the QBO company.

• Move to the Settings menu > Account and settings tab.
• Choose the Billing & subscription > Allow billing transfer to your accountant link.
• Now, pick the name of the accounting firm to whom you want to transfer the billing.
• Finally, click the Allow Transfer.

Read More:- Intuit Workforce Login

Case 2: Add clients who are brand new to QuickBooks

Add Clients to your wholesale discount plan.

You can include the clients with your wholesale discount plan and then subscribe to QuickBooks for them. With this, you can easily choose the products that fit your preferences.

• Follow this link to perform the steps in product.
• Click the Add Client and then provide your Client’s details. It may cover the following:
  • Business name
  • Email
  • Mobile
  • Classification: Individual or Business
• Within the Product subscription column, click Yes, add a subscription.
• Hit the Wholesale discount (we will bill your firm) to add your Client with your wholesale discount plan and click Next.
• Pick the QuickBooks Online plan for your Client and also check the pricing structure. Choose the Change option to pick a different plan. Otherwise, hit Next to move further.
• Alternatively, you can click on a QuickBooks Online Payroll product for your Client and hitNext.
• Check your order and total amount within the Checkout section. If everything is fine, hit the Place Order.

If you have Clients without a subscription and want to subscribe to QuickBooks, pick a wholesale discount plan according to your preference.

• Follow this link to perform the steps in product.
• Click the Edit client option next to the Client you wish to add a subscription plan to.
• Go to the Yes, add a subscription and Wholesale discount (we bill your firm).
• Hit Next and perform the next steps for placing your order.  

Add Clients who want to pay for their own QuickBooks subscription

You can also offer your clients a direct deposit and allow them to handle their own billing and subscription.

• Follow this link to complete the steps in the product.
• Hit the Add Client option and insert your client details like Business name, email, mobile and classification.
• Choose Yes, add a subscription, and Direct discount (we bill your Client), and click Next.
• Pick a suitable QBO plan for your Client and check the pricing. Click Edit to change the plan and tap on Next to continue.
• Cross-check your order and total amount from the Checkout section. If everything seems fine, hit the Place Order.

Case 3: Add clients who don’t use QuickBooks

In case your Client doesn’t have QuickBooks, add them to your firm to get all the details in one place.

• Perform the following steps in product.
• Choose the Add Client> Business or Individual option.
• Provide your Client’s details and tap on No, no subscription needed.
• At last, go with the Save option.

2. Team

In this section, you will get a list of all your team members, their user details, and access to client files. Herein, you can also supervise the roles and permissions of your team, or restrict client access along with the admin tasks. From the main dashboard, you can insert and manage team members for your accounting firm.

3. ProAdvisor

Having the QuickBooks Accountant Online, you can get free access to unlimited training materials. Also, it covers how-to videos, on-demand webinars, virtual conferences, and certification exams. Despite this, you can also become a certified QuickBooks ProAdvisor and earn points to grab more benefits.

Once you become a certified ProAdvisor, you can publish your profile, and then it will be listed on the Find-a-ProAdvisor Directory to connect with potential clients.

4. Plans & Pricing

You must understand how wholesale billing works to pass on discounts easily to your clients.

5. Work

You can have a look at the upcoming or overdue tasks in the Works tab so that you won’t miss a beat. You must generate the projects and tasks to monitor what your firm is doing from the beginning till the end, which is organized by its due date.

Learn More:- QuickBooks Time Login

Third Step: Accountant Tool Box

Using the Accountant ToolBox, you can get some helpful tools that are required to work on client books of accounts. Learn more about the tools that you can get in this Toolbox:

Reclassify Transactions

Using this tool, you can look for the transactions that are assigned to the wrong accounts, classes, or locations. Instead of changing these transactions manually, you can run this tool and reorganize the account, class, or VAT on multiple transactions at once.

Voided/deleted Transactions

Click on Voided/deleted transactions from the Accountant Toolbox and apply the filter according to user, date, and events.

Journal Entries

You can use this feature to create the journal entries for special transactions. You can generate the journal entries to take care of entering debit and credits, and transferring money between income and expense accounts.

Report Options

The users can customise reports and then set up a default date range if they want to get their Client reports in a month-to-date format.

Workpapers

You can save your precious time to collect formal reports and financial statements at year-end by categorizing your workflow with Workpapers. Also, you can access your clients’ accounts, adjust journal entries, and accomplish your year-end engagements under one dashboard.

Fourth Step: Manage Your Subscription & Billing

In this stage, you have the option to edit subscription billing details regarding your firm from QuickBooks Online Accountant at any time. However, you may also upgrade or downgrade your clients’ QuickBooks Online subscription level to know more about accounting tools.

Explaining QuickBooks Online Accountant Pricing Structure

The QuickBooks Online Accountant is absolutely free for your firm. Moreover, it also includes:

• QuickBooks Online Advanced
• QuickBooks Online Payroll Elite

Pricing Plan For Your Clients

Herein, we have provided you with the QuickBooks Online Accountant Pricing plan for clients.

QuickBooks Online

Features	EasyStart	Essentials	Plus	Advanced
	$24 monthly Save 20%	$35 monthly Save 50%	$55 monthly Save 50%	$110 monthly Save 50%
Track income & Expenses	✔	✔	✔	✔
Track sales & sales tax	✔	✔	✔	✔
Capture & organise receipts	✔	✔	✔	✔
Track mileage automatically	✔	✔	✔	✔
Run powerful reports	——	——	——	✔
Invoice & accept payments	✔	✔	✔	✔
Progress invoicing	✔	✔	✔	✔
Maximize tax deductions	✔	✔	✔	✔
Send estimates	✔	✔	✔	✔
Includes up to 25 users	—–	——	——	✔
Manage bills & payments	——-	✔	✔	✔
Multi-currency support	——-	✔	✔	✔
Enter time	——	✔	✔	✔
Track project profitability	—–	——	✔	✔
Track inventory	—–	—–	✔	✔
Create & manage budgets	—–	—–	✔	✔
Unlimited classes & locations	——	—–	—–	✔
Customize access by role	——	—–	——	✔
Restore& backup data	—-	—–	—–	✔
Custom reporting fields	—–	——	—–	✔
Includes 3 Accountant seats	——	——	—–	✔
Premium support	—–	—–	—–	✔
Workflow Automation	——	——	—–	✔
Batch invoicing	——	—–	—–	✔
Spreadsheet sync	——	—–	—–	✔
Revenue Recognition	——	—–	—-	✔
Desktop app	——	—–	——	✔
Fixed Assets	—–	—–	—–	✔

QuickBooks Online Payroll

	Payroll Core	Payroll Premium	Payroll Elite
	$25 monthly Save 15% + $5/employee/month	$38 monthly Save 30% + $8/employee/month	$56 monthly Save 30% + $15/employee/month
Take Care of Payroll	✔	✔	✔
Comprehensive Payroll	✔	✔	✔
Auto Payroll	✔	✔	✔
Tax Forms	✔	✔	✔
Payroll Reports	✔	✔	✔
Record of Employment	✔	✔	✔
Worker’s Compensation	✔	✔	✔
Workforce portal and app	✔	✔	✔
Free guided setup	✔	✔	✔
Fast Payroll Direct Deposit	—–	✔	✔
Prioritized support	——	✔	✔
Track Hours Worked	✔	✔	✔
Time Tracking	——	✔	✔
Employee Access	——	✔	✔
Job and Shift Scheduling	——	✔	✔
Mobile app	——	✔	✔
Geofencing Technology	——	——	✔
Project-based collaboration	——	——	✔
Track projects with detailed reports	——	—–	✔

If you aren’t an existing QuickBooks Online Accountant user, then check these pricing breakdown.

Simple Start	Essentials	Plus	Advanced
US$1470/month & Save US$7 per month	US$2170/month & Save US$10 per month	US$3220/month & Save US$14 per month	US$6230/month & Save US$27 per month

Final Thoughts

Whether you are a new or existing QuickBooks professional, using the QuickBooks Online Accountant, you can handle your clients’ data and manage your accounting tasks easily. We hope that by following this guide, you can easily log in and then run this software to accomplish your accounting tasks.

Furthermore, if you still require any help, Call Us : +1-866-408-0444 and connect with our BizBooksAdvice professionals for help.

Frequently Asked Questions (FAQ’s):-

Question 1: What’s included with QuickBooks Online Accountant?

Ans. After logging in to QuickBooks Online Accountant, you can use the management tools, real-time access to your accounts, and free subscriptions to QBO Advanced.

Question 2: Does QuickBooks Online Accountant have any hidden fees?

Ans. No Hidden fees are included with the QuickBooks Online Accountant and are absolutely free for the bookkeepers and accountants. You have to pay for the clients and bill them directly.

Question 3: How does billing work for my clients’ QuickBooks Online subscription?

Ans. You can either pay for your clients’ own QuickBooks subscription directly and get a flat 50% discount for the first year. Otherwise, you can pay and add the cost to the billing and get a flat 50% discount.

Question 4: Is QuickBooks Online free for accountants?

Ans. No, QuickBooks Online is only free for your firm.

Question 5: What is the primary role of QuickBooks Online Accountant?

Ans. You can get access to full bookkeeping, payroll management, and tax-related matters. Hence, it saves time and reduces the risk of getting errors, and helps make informed decisions.