09.01.2019 Views

How to add Clients to QuickBooks for the First Time?

Are you using Quickooks Software and is there a question in your mind that how to add clients to QuickBooks for the first time? If yes then this Pdf is for you. Read this Pdf carefully till end and then you can easily get the solution of your problem shortly. During reading this Pdf if any point of this Pdf is not understandable and you need help then you can reach directly to us by dialing QuickBooks Tech Support Phone Number UK +44-2080-890422. Visit us at https://quickbooks.supportnumberuk.co.uk/

Are you using Quickooks Software and is there a question in your mind that how to add clients to QuickBooks for the first time? If yes then this Pdf is for you. Read this Pdf carefully till end and then you can easily get the solution of your problem shortly. During reading this Pdf if any point of this Pdf is not understandable and you need help then you can reach directly to us by dialing QuickBooks Tech Support Phone Number UK +44-2080-890422. Visit us at https://quickbooks.supportnumberuk.co.uk/

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<strong>How</strong> <strong>to</strong> <strong>add</strong> <strong>Clients</strong> <strong>to</strong> <strong>QuickBooks</strong> <strong>for</strong><br />

<strong>the</strong> <strong>First</strong> <strong>Time</strong>?<br />

With <strong>the</strong> development of technologies, <strong>QuickBooks</strong> is also evolved. Back when<br />

started, <strong>QuickBooks</strong> Online Accountant was only a portal <strong>to</strong> access <strong>QuickBooks</strong><br />

online <strong>Clients</strong> book but now it’s a lot more. Yes! If you are a <strong>QuickBooks</strong> user, you<br />

must be aware of its incredible uses. Now, with <strong>QuickBooks</strong> Online Accountant,<br />

you can manage all your clients and <strong>the</strong>ir works in one place. Organize, view<br />

contacts in<strong>for</strong>mation, assign, track projects and collaborate with clients and your<br />

team, all with <strong>QuickBooks</strong> Online Accountant.<br />

• On <strong>the</strong> Homepage of <strong>QuickBooks</strong> Online Accountant, Go <strong>to</strong> Add client<br />

option upside right on <strong>the</strong> page.<br />

• Add client in<strong>for</strong>mation under Client Contact In<strong>for</strong>mation field, including<br />

client business details, name, contact numbers, and emails. You can click on<br />

+Add more info <strong>to</strong> <strong>add</strong> <strong>add</strong>itional details such as business <strong>add</strong>ress and all.<br />

• Choose <strong>the</strong> subscription with any one of given discount options. You’ll be<br />

shown three options following Wholesale discount, Direct discount and No<br />

subscription Right now. Note that if you choose Wholesale discount, you<br />

will be billed <strong>for</strong> it and if you choose a direct discount your client will get<br />

billed.<br />

• Now you need <strong>to</strong> select <strong>the</strong> product you want <strong>to</strong> subscribe that includes<br />

<strong>QuickBooks</strong> Online Plus, <strong>QuickBooks</strong> Online Essentials or <strong>QuickBooks</strong> Self<br />

Employed. You can also check <strong>the</strong> product details by clicking Compare.<br />

• Select if you want <strong>to</strong> become <strong>the</strong> Master Admin of <strong>the</strong> client’s company.<br />

The Master Admin is considered as <strong>the</strong> most important primary contact or<br />

<strong>the</strong> owner <strong>for</strong> <strong>the</strong> subscription.<br />

• Click on Team access and select <strong>the</strong> team members whom you want <strong>to</strong> give<br />

access <strong>to</strong> <strong>the</strong> client’s books. You can give access <strong>to</strong> all team members by<br />

checking <strong>the</strong> box on <strong>the</strong> <strong>to</strong>p.<br />

• Click on save and it’s all done. Your client company is subscribed and <strong>add</strong>ed<br />

<strong>to</strong> your list.


We hope that you’ve successfully completed <strong>the</strong> task without any difficulty. Don’t<br />

<strong>for</strong>get <strong>to</strong> call <strong>QuickBooks</strong> Helpline UK on +44-2080-890422 <strong>for</strong> help if you face<br />

any issue with <strong>QuickBooks</strong>. Our technical experts are talented enough <strong>to</strong> handle<br />

any issue or query effectively and won’t let you leave disappointed.<br />

Original Source: https://bit.ly/2sbFscw

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