Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
November 20, 2025
Question

Can I convert a customer in QBO Accountant into a client (so I can add a QBO subscription)? My CCH iFirm billing module creates a QBO customer when it synchs.

  • November 20, 2025
  • 1 reply
  • 1 view

QBO customers can't have QBO subscriptions - only QBO clients can.

1 reply

QuickBooks Team
November 20, 2025

Welcome to Community, Robbie.

 

In QuickBooks Online Accountant (QBOA), there's no option to convert your customers to a client. Instead, we can manually add your customer as a client in your QBOA and delete in if necessary. 

 

If you're syncing regularly between CCH iFirm and QBOA and customers are continuously being created, this manual process may need to be repeated often.

 

If you have follow-up questions, feel free to click the reply button.