How do I set up the client so they can use QB themselves?

Let me help you how set up your client for them to have their QuickBooks Online (QBO) account, tropiclindahartl.

If you are using QuickBooks Online Accountant (QBOA) and your clients want to pay their own QuickBooks subscription, you can give them a direct discount. Then, let them handle their billing and subscription where they need to add their payment information before the 30-day trial period ends to continue using the discount. Here's how: 

1. In the QuickBooks section, click Direct discount (we bill your client). This gives your client a discount, but they will pay for their subscription to QuickBooks.
2. If you also plan to do admin work for your client, choose the Make me the primary admin checkbox.
3. When you're ready, press Save.

QuickBooks connects their accounts and adds them to your client list where you can review and make edits to their books. If you have any clients without a subscription plan and you want to offer them a direct discount, let them handle their billing and subscription. Let me guide you on how: 

1. Go to the Clients menu.
2. Click Edit client for the client to whom you want to add a subscription plan.
3. Choose team members in your firm who can access your client.
4. Tap Subscription.
5. Hit Direct discount (we bill your client).
6. Select a suitable plan and press Save.

For other options on how to add clients to your firm, you can check out this article: Add clients to QuickBooks Online Accountant. If they want a new company file under their subscription, they can visit the QuickBooks pricing page and select the subscription option they want. To learn more about this one, they can check out this article: Create or add another company file to QuickBooks Online.

Once done, your client can visit this article on how to adjust some settings once they first sign in to QuickBooks Online: Get started and adjust settings after you sign up for QuickBooks Online.

Our door is open 24/7 if you have questions about managing your clients in QuickBooks Online Accountant or need help performing specific tasks in QuickBooks. Don't hesitate to post here again or click the reply button below. I've got your back, and I'll help you out again.