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You've just taken on a new client, a small business owner, who was managing their books with spreadsheets. What's the recommended first step to begin
You've just taken on a new client, a small business owner, who was managing their books with spreadsheets.
What's the recommended first step to begin working with this client in QuickBooks Online?
- Ask the client to sign up to QuickBooks Online on QuickBooks.com
- Create a QuickBooks Online account for the client and manually email their Intuit ID and password to them
- Select Add client in QuickBooks Online Accountant
- Add the client in QuickBooks Online
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