As a CPA member that is not registered as a "firm" through CPA (just doing bookkeeping), can I still give my clients the draft Financial Reports from Quickbooks?

Hi sabina-herdman-g,

It's a pleasure to see you in Community.  Welcome!  It's important that your client's have the financial reports for their company.  QuickBooks Online provides several reports for all areas of their business.  I'd be happy to provide more information, so you're on the right track with your work!

When the client is a registered user on their QuickBooks Online account, they'll have access to the available reports.  However, you can also download or email them as you feel necessary.  In addition, you can manage and share custom reports in QuickBooks Online Accountant.  Here's a helpful guide for your reference.

If you have any other questions or concerns, please don't hesitate to reach back out.  Your success is our number one priority and we'd love to help!