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April 7, 2023
Question

Can my accountant access my QB on the Simple Start plan

  • April 7, 2023
  • 1 reply
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1 reply

April 7, 2023

Yes, they can access your QuickBooks Online Simple Start account, @accounts556.


QuickBooks Online (QBO) Simple Start can have 2 accounting firms. Thus, you can add your accountant to help manage your company files. Before that, please ensure they have a QuickBooks Online Accountant version. This way, they can easily review your books, make corrections, and handle any issues.


You can follow these steps to invite your accountant:

 

  1. Log in to QBO as a primary admin.
  2. Select the Gear icon, then choose Manage users.
  3. Click the Accounting firms tab.
  4. Enter your accountant’s email address, then select Invite.


Your accountant will receive an email with a link to sign into your QBO company after. See these guides to learn more:

 


Once they’re active, you can use the My Accountant page to communicate, share, and collaborate with them. Check out this article for more details: How to use the My Accountant page.


If you have additional questions or concerns related to accountant users, please don’t hesitate to let me know. I’ll be right here to help. Have a good one!