3.1a Log into your QuickBooks Online and into your organisation.
3.2a Click on the Settings button top right.
3.3a Go to Manage Users, Add a New User.
3.4a Choose user type as Company Administrator.
3.6a Enter Ref as the First Name and provide the 6 digit conversion ID that you have been assigned for the last name.
If you would like to convert your client's QBO via your practice organisation or if you are the business and you are not the primary user, you will need to invite or grant us access to QBO like this:
3.1b Go to Your Team > Add User.
3.2b First Name: Jet Last Name: Convert.
3.4b Firm Administration and Books > Full Access.
3.5 b Client Access > Select all the clients you want us to convert.
We request that you do this as soon as possible as the conversion cannot start without your invitation.
If you only have a Simple Start Version, please invite us as an Accountant.