As an accountant on the Partners program, using QBO, how do I add companies to my account?
I'm an accountant who joined your partners program recently, I connected with Quickbooks Online.
I've been using Cash Flow Frog for my own practice for a while and now I want to connect a few clients of mine so I can do their forecasts etc. I'm having some doubts regarding what is the best way to connect my clients. Can you offer some guidance?