You can access your client’s books directly from QuickBooks Online Accountant, but first you need to add them to your Client list. Let’s go over how to set up a new client, create a new account for them, select their billing and subscription options, and what to do if you ever need to update their info. If your client already has a QuickBooks account, they should invite you as an accountant user instead. We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic: All Trainings – http://intuit.me/2V3g3mI Getting Started – http://intuit.me/3zcYyzg Online Settings – http://intuit.me/2VTZSZs Account Services – http://intuit.me/3kzFnf2 Sales and Invoicing – http://intuit.me/3rpUo4h Expenses – http://intuit.me/3itWLz7 Sales Tax – http://intuit.me/3ruXILF Setting Up Payroll – http://intuit.me/2VU2XZw Cash Flow: http://intuit.me/2UTC9YZ Inventory – http://intuit.me/3xTzPzZ Apps: http://intuit.me/36OvfqB Accounting Topics – http://intuit.me/36OifkR Reporting – http://intuit.me/3eEtoZQ QBO Advanced – http://intuit.me/3rpqzkz QuickBooks Commerce – http://intuit.me/3g0bxNL QuickBooks Time: http://intuit.me/3scqhxE Subscribe to our YouTube channel: http://intuit.me/3bOj0M2 Visit QuickBooks.com: http://intuit.me/QBO The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou. #QuickBooks

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What does a bookkeeper do if their client wants a ‘hands off’ approach. They’re happy to have you do their books in a software, but are not tech savvy. I have some seniors I do books for and would love to do the categorizing, reconciling and reports for them through quickbooks, but prefer to not have to bother them with any quickbooks set up stuff on their side.
Have you got the solution for this through QuickBooks?
@Miljan Mihajlovic Yes, I think so. They have a very simple set up so I am sticking with a simple excel spreadsheet method. I have started to do other clients’ books in quickbooks online and its slowly coming together.