How do I create a QuickBooks Online account for a new client?

You can create a QuickBooks account for your new client while setting up their profile on the Clients page. Here’s a clear, step-by-step process:

1. Go to the Clients page in your QuickBooks Online Accountant (QBOA) account and select Add client.
2. In the Client contact information section, indicate whether the client is a Business or an Individual. Enter their company name, email address, and mobile number. Then, click Next.
3. Choose who will be billed for the subscription.
4. In the QuickBooks Online section, find QuickBooks Plus and click the Select plan button. Then, select Next to continue.
5. Optionally, you can select additional services for your client, such as QuickBooks Online Payroll, QuickBooks Time, or QuickBooks Bill Pay. Then, select Next.
6. Review your order and the total amount in the Checkout section. Don't forget to add a payment method. If everything looks good, select Place order.

For more information on managing your clients, feel free to read this article: Add clients to QuickBooks Online Accountant.

If you have any additional questions, please don’t hesitate to reach out.