QuickBooks is a fantastic program that allows your accounting firm to easily organize client data, and ultimately, stay ahead of client requirements. You’re able to work with your books in real-time via the dashboard and know exactly what needs your attention through automatic notifications. It’s a great system, but in many cases, your clients may need access to it as well. If you’re using QuickBooks Desktop, whether it’s’ Desktop Pro or Desktop Enterprise, we can help you add them, even if they’re not a user and don’t have a subscription to the program.
When you add your clients, you can create, assign, and track projects for them, as well as offer them the ability to view insight on their finances. We can set your clients up with access that suits their unique needs:
- Choosing whether or not they need to become the master admin wherein they’re considered the owner.
- Selecting which team members within their organization will be given access to the books.
- Inviting them to log into their new account with further instructions for usage as needed to ensure they know what they’re doing.