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T
tobysalt
January 23, 2020
Question

How do I share / invite my accountant?

  • January 23, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

C
Catherine_B
January 23, 2020

That's easy, tobysalt. 

 

Your accountant will have the same access as an admin so it's easy for your to work together.

 

Let me show you how to them:

  1. Go to the Gear icon and click Manage Users.
  2. Click Accounting firms tab.
  3. Enter your accountant's email and then click Invite.

Let your accountant view their email to accept the invite from there. Also through the Audit Log report, you'll be able to see who made some changes in your company file. Just go to the Gear icon and then click Audit Log. 

 

If you have further questions, I'll be here to help!

L
Laura1992
January 13, 2021

I don’t seem to have the option on my gear icon for managing users. Can you help? 

Laura 

DivinaMercy_N
DivinaMercy_N
January 13, 2021

The Community has your back, @Laura1992.

 

Let's perform some browser troubleshooting steps so you'll be able to see the Manage users option. To start, sign in to your QuickBooks Online account using a private browser. There are times that cache and cookies stored on the browser cause problems when running websites. Refer to these shortcut keys to open a private browser:

 

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

When signed in, invite your accountant again:

 

  1. Go to the Gear icon and under Your Company choose Manage users.  
  2. Click the Accounting firms tab.
  3. Enter your accountant's email and select Invite.

 

If you successfully see the Manage user option, go back to your regular browser and clear the cache. This will remove the stored cache or cookies to refresh your browser. If not, use another supported browser. It could be that the one you're currently using has a temporary issue with QuickBooks. 

 

You might also want to visit our help page to browse articles that can guide you with your QBO tasks. To get started head to our QBO help articles at this link.

 

Feel free to post here again if you have further concerns about adding your accountant to your QBO account. I'm always here to help you. Have a great day. 

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