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Set up Client Collaborator


Critical notice: the Client Collaborator feature in QuickBooks Desktop will be discontinued on June 30th, 2017.

After this time, you will no longer have access to this feature or any conversations held using it. Please see this article for more information about this change.

Accountants often need to communicate with their clients concerning their QuickBooks company files. The accountant can now contact their client directly through the client’s QuickBooks file. The interactions are tracked and associated to the specific transactions so the accountant always has a point of reference. Interactions between the accountant and client are stored on a secure server and accessed online ensuring that nothing is lost.

Detailed instructions

NOTE:  The client must have QuickBooks 2014 or later to use Client Collaborator feature.

IMPORTANT: Before they send a backup to the Accountant, the client must login into their account within QuickBooks (creating a realm ID).

  1. Click Company and choose My Company.
  2. Click Sign In.
  3. Enter your user id and password and choose continue.
  4. Create and send backup to your accountant.

Once the Client has sent a copy of the file to the accountant do the following:

  1. Open a transaction that you want to ask the client about.
  2. Go to the Accountant menu and select Ask Client about Transactions.

  1. Sign in using your Intuit Login.


 

  1. Enter in your Name and Nickname that will be used through the conversations with the client.

  1. Enter your client's email address to send an invitation email.

  1. Click Continue to complete the invitation process.

  1. After the client accepts the invitation, acknowledge the acceptance in the return email.
KB ID# HOW21176
4/30/2017 11:20:55 PM
QYPPRDQBKSWS03 9138 Pro 2017 446fb4