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The Cloud!
What, Why, How and Who.

We'll help you better understand the cloud and
how to get your clients there, as well as
identify who it's right for.

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What does working online mean?

Working online, or as others say, "working in the cloud," is a seamless and easy way to access data,
no matter where you are. It's simply the internet at your fingertips — an efficient way to share data and even
communicate with clients. When you and your clients work online, you'll gain many valuable benefits.

Always Accessible
Always Accessible
Working online lets you and your clients login from any place at any time. You both gain more control of your schedules.
Always Backed Up
Always Backed Up
All of your clients' data is backed up automatically so neither of you have to worry about computer crashes.
Always Up-To-Date
Always Up-To-Date
You and your clients will always be on the latest version with no need to ever upgrade.

How do I get started? It's easy!

Now that you've signed up for QuickBooks Online Accountant, you can start taking advantage
of all the benefits it has to offer.

Set Up Your Books

As soon as you're ready, you can set up your own QuickBooks Online company for FREE. Just click the Your Books tab in the navigation bar to get started
Compare QuickBooks Accountant to QuickBooks Online Accountant (PDF)
Why is QuickBooks Online great for your clients?

QuickBooks works wherever your clients work and even across all their devices,
so they can get more done throughout their day. They'll be able to track their sales and expenses,
instantly see the health of their business, and effectively work with you by accessing the same data.

See the Profit
See the Profit
Clients can see full details on sales, expenses, and a clear view of their profit, so they'll always know how they're doing.
Always Secure
Always Secure
Give clients the peace of mind
that their data is safe and secure.
We use the same levelo of security encryption as banks.

Data security for you (PDF)
Data security for your clients (PDF)
Stay Connected
Stay Connected
Access your clients' data and collaborate with them at the same time on documents, anywhere, across all devices.1

We recommend QuickBooks Online to clients who:

  • Want to work on the go
  • Run service-based business
  • Comfortable working online
  • Have one or more locations
  • Look for zero maintenance

How do I set clients up?

Now that you're ready to set up clients on QuickBooks Online, you can choose from 3 easy ways
to sign them up. Choose the option that best fits you and your clients' needs.

  From QuickBooks Online Accountant
  • Sign in & Add
    Sign in to your client list and click on the New QBO Company button.
  • Personalize & Choose
    Fill in your client's info, select the product that's right for them and click Save.
  • Add Users & Access
    Open the company and access Manage Users to add your client as a Company Administrator. They will receive an email to get started. Once your client signs up, please be sure to transfer Master Admin rights to them.

How to transfer the
Master Admin to your

  From Quickopedia

Visit the pricing & discounts page on Quickopedia, then choose the offer that best fits your clients needs.

  Convert desktop clients to QuickBooks Online

With over 1.4 million small businesses already using QuickBooks Online, more and more businesses are moving to the cloud.
We've made it easy for you to help your desktop clients make the leap with two convenient options.

Please Note: Your clients can import QuickBooks desktop data within the first 60 days of starting their QuickBooks Online company. QuickBooks Online doesn't support importing multi-currency or international versions of QuickBooks desktop.

Client reactions

See how these customers used QuickBooks Online to save time and run their businesses better.


"Instead of entering receipts and logging transactions, we're using one tool to budget, invoice, track bills, and see the big picture of how we're doing. It's huge for us."

View customer profile (PDF)

Important disclaimers, disclosures and notes

1. Data access is subject to Internet or cellular provider network availability and occasional downtime due to events beyond our control.

The first 180 days of subscription to QuickBooks Online Accountant starting from the date of enrollment is free. After 180 days, you will automatically maintain full access to QuickBooks Online Accountant if you have an active ProAdvisor membership or if you have at least one current QuickBooks Online client on your QuickBooks Online Accountant client list. If you do not meet the above requirements, you will lose accountant-specific features including access to the Accountant Center as well as the QuickBooks Online company included in the product. Offer is valid for accounting professionals. Terms, conditions, features, pricing, service and support are subject to change without notice.