QBO

How to Create a QBO account for a Client

To view the steps Michelle outlined above, click below to view on Scribe. If you do not already have a Scribe account, follow the prompts to create one. It is free and will take less than one minute.

Adding an Accountant User in QBO

Click here to view the steps in Scribe for a client to add an accountant user to their QBO account.

QBO Hacks

While it would take weeks for to record all the hacks available in QBO, join us to learn about some of our favorites here at Breakaway.

Click below for a copy of the slide deck used in the video.

Click below for a list of keyboard shortcuts in QBO.

additional resources

Login to QBO’s Pro Advisor platform here to access training and certification resources, help articles, product updates and more.

And make sure you’re on our #appsandtech Slack channel to gain advice and support from our community of Breakaway advisors!