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performance-pain
November 13, 2020
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How do I send a invite so my accountant can log into my QuickBooks account

  • November 13, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by MichelleBh

Hi there, @performance-pain.

 

Sending invites to your accountant is just a few clicks in QuickBooks Online. I'm happy to walk you through the steps, so your accountant can log in to your account and help you in managing your business. Please make sure to sign in as a master admin to add successfully. 

 

Here's how: 

 

  1. Go to the Gear icon located on the upper right side. 
  2. Select Manage Users under Your Company.
  3. Choose Accounting firms, then enter the accountant's email address. 
  4. Tap Invite.

 

 

For more information, check out this article: Invite an accountant to review your accounting in QuickBooks Online. 

 

After that, let your accountant accept the invitation. They can also create a QuickBooks Online Accountant Account (QBOA) if they don't have yet. This way, they can regularly manage their clients, create a workflow that fits the style, and work anywhere on any device. Nothing worries, the QBOA account is a free feature. Simply click the link provided on the email to sign up.

 

Let your accountant visit this article to know more about the features, manage billings, and other topics: Use accountant tools and features in QuickBooks Online Accountant.

 

Please browse through these articles below. To know how many accountants can be added to your subscription and managing accounts in QBO. 

 

 

Feel free to reach out to me again, if you have other questions. I'm always here ready to help. take care always. 

1 reply

MichelleBh
MichelleBhAnswer
November 13, 2020

Hi there, @performance-pain.

 

Sending invites to your accountant is just a few clicks in QuickBooks Online. I'm happy to walk you through the steps, so your accountant can log in to your account and help you in managing your business. Please make sure to sign in as a master admin to add successfully. 

 

Here's how: 

 

  1. Go to the Gear icon located on the upper right side. 
  2. Select Manage Users under Your Company.
  3. Choose Accounting firms, then enter the accountant's email address. 
  4. Tap Invite.

 

 

For more information, check out this article: Invite an accountant to review your accounting in QuickBooks Online. 

 

After that, let your accountant accept the invitation. They can also create a QuickBooks Online Accountant Account (QBOA) if they don't have yet. This way, they can regularly manage their clients, create a workflow that fits the style, and work anywhere on any device. Nothing worries, the QBOA account is a free feature. Simply click the link provided on the email to sign up.

 

Let your accountant visit this article to know more about the features, manage billings, and other topics: Use accountant tools and features in QuickBooks Online Accountant.

 

Please browse through these articles below. To know how many accountants can be added to your subscription and managing accounts in QBO. 

 

 

Feel free to reach out to me again, if you have other questions. I'm always here ready to help. take care always. 

K
Katia Jardine
January 5, 2021

Hi there,

 

I'm using Quickbooks Self Employed and the option to 'Manage Users' is not available so how can I invite my accountant to help me with my tax please?

 

Thanks,

 

Katia

G
GeorgiaC
January 5, 2021

Hi Katia, 

 

On QuickBooks Self-Employed, the option to add the accountant shows under the Cogwheel > My Accountant.

 

If you don't have this feature, it's likely that you're on billing with a third party such as Apple or Android, in which case we can offer a billing migration to Intuit which will unlock this feature for you. Please get back to us below if you require this - thanks. 🙂

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