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August 21, 2022
Question

Hi How do I send a link to my accountant so they can access my QuickBooks?

  • August 21, 2022
  • 1 reply
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1 reply

August 21, 2022

I can help you by sending an invite to your accountant, @8f90dc97fa3e.

 

In QuickBooks Online (QBO), we can invite our accountants for access to the company data so they can help us manage our business. Please sign in as a master admin to add them successfully.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select "Manage Users" under "Your Company."
  3. Click Accounting firms, and then enter the accountant's email address. 
  4. Hit Invite.

 

Once done, your accountant will receive an email with a link to sign in to your QBO company. They will be asked to create a user ID before signing in for the first time unless they already have an account with Intuit Business Services.

 

For more details on how to add an accountant and manage user types in QuickBooks Online, you can refer to these articles:

 

 

Stay in touch with us if you need further assistance in sending invites to your accountant. We're always around to assist you anytime. Have a great day.