Client cannot add accountant under My Accountant Tab or Manage Users>Accounting Firms

Thank you for following up, @elcapital! I appreciate your patience, and I’m happy to clarify how to set up the new QuickBooks Ledger subscription alongside contractor payments while ensuring your client avoids duplicate charges and has seamless access to their books.

Key Details to Note

1. Client Becomes the Primary Admin on the Ledger Plan: During the “Add Client” process in your QuickBooks Online Accountant account, ensure the checkbox labeled “Make me the primary admin” is not selected. By default, your client will automatically become the primary admin when they log in for the first time. Until they log in, you will temporarily hold the primary admin role, allowing you to finalize the setup process.
2. Dual Setup for Ledger and Contractor Payments: To meet your client’s needs for managing their books and processing contractor payments, you’ll need to set up two plans:
   • The QuickBooks Ledger Plan (accessible under the QuickBooks Online dropdown).
   • The Contractor Payments Plan (accessible under the QuickBooks Online Payroll dropdown).

To Ensure Smooth Billing and Setup

• Purchase Both Plans Using the ProAdvisor Discount: As a ProAdvisor, you’ll gain access to discounted rates for both plans when purchasing through your QuickBooks Online Accountant account. This ensures your client avoids unnecessary charges while getting the tools they need for their business. Here's how:

1. Head to the Clients menu and then select Add client.
2. Enter basic client information indicated in asterisk (*) by choosing either a Business or an Individual.
3. From the Product subscription section, select Yes, add a subscription, and then hit Next.
4. Tick the ProAdvisor Discount button from the Bill My Firm section.
5. Click QuickBooks Online and click Select under QuickBooks Ledger, then hit Next.
6. Go to QuickBooks Online Payroll and click Select under Contractor Payments & 1099 filing, then Next.
7. Hit Next.
8. Click Add a payment method and then choose the Make my client the primary admin option.
9. Select Place order.

• No Need for Simple Start or Duplicate Subscriptions: Since your goal is to access their books with the new QuickBooks Ledger account and Contractor Payments, your client doesn't need to re-subscribe to Simple Start or any other plan separately. The Ledger subscription, combined with the Contractor Payments plan, will provide comprehensive support for their bookkeeping and contractor payment needs.
• Client Access and Collaboration: After setup, your client will take over as primary admin once they log in for the first time. QuickBooks will send them an email invitation to access both their Ledger and Contractor Payments accounts. From there, they’ll have complete control over their books, while your firm continues to provide accounting support via your ProAdvisor access.

Quick Recap

• During the Add Client process, ensure the “Make me the primary admin” checkbox is unchecked to allow your client to become the primary admin upon their first login.
• Set up two plans via QuickBooks Online Accountant: one for the Ledger Plan (bookkeeping) and another for Contractor Payments (available under the Payroll dropdown).
• Use the ProAdvisor discount to save on both plans while ensuring your client has everything they need.
• There’s no need to re-subscribe to Simple Start—this dual setup will fully meet their requirements and since you can't access their QuickBooks Online Simple Start account through QuickBooks Ledger.

For additional insights about QuickBooks Ledger, including information on pricing and billing, you can refer to this comprehensive guide: A closer look at QuickBooks Ledger for less-complex clients.

If you have any further questions, feel free to reply below.