QUESTION

How do I connect Rightworks Transaction Pro to a client's QuickBooks Online if I am using the QuickBooks Online Accountant version?

RESOLUTION

Connecting a QuickBooks Online company to Transaction Pro through a QuickBooks Online Accountant version is the same as connecting directly to a QuickBooks Online company with one exception.

When the Intuit window opens to select the QuickBooks Online company to which to connect, you will need to first select your QuickBooks Online Accountant company and then select your QuickBooks Online Accountant client from the second box. If you are connecting to your QuickBooks Online Accountant company, then instead of selecting a client in the second box, you will check the box INSTALL FOR YOUR FIRM.

For how instructions on how to connect a company with the Transaction Pro Online Admin Portal, see this ARTICLE.