How do I allow my clients access to their books?

I’m here to help you with giving access to your clients, @booksinblack21-g.

In order to give your clients access to their books, you’ll need to add them as new users. Make sure you’re the master administrator of this client’s company.

Here’s how:

1. Open your client’s QuickBooks.
2. Click the Gear Icon in the upper right corner.
3. Select Manage Users.
4. Click the Add user button to the right.
5. Select which type of user you’d like them to be and follow the corresponding steps.

You might want to read this article in case your client wants to become the primary admin for their company file: Transfer primary admin access back to your QuickBooks Online client.

Please let me know if you have any other questions or concerns besides giving access. I’ll be here to help you. Take care always!