What process is recommended for setting up a QuickBooks Online subscription for a client?

The most effective method for setting up a QuickBooks Online subscription for a client is to have the client send an invite to your firm’s email. This process ensures that the client retains control of their QuickBooks account while also giving you the access you need to provide them with the necessary support. It fosters a collaborative approach where the client is directly involved in the setup process, which enhances their understanding of the system and establishes trust.

When the client sends an invite to your firm’s email, it allows for a streamlined onboarding process. You can then access their account with the permissions that they set, ensuring that security and confidentiality are upheld. This process also minimizes the risk of account management issues arising later, as both parties acknowledge the access rights from the beginning.

Other methods, such as inviting yourself from the client’s email or setting it up directly on the client’s workstation, could lead to complications. Inviting yourself could circumvent the client’s involvement and may not align with best practices concerning confidentiality and security protocols. Setting it up on the client’s workstation without their invite might create issues with account ownership and control from the outset. Thus, having the client initiate the invitation not only simplifies the process but also adheres to best practices in account management.