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November 14, 2022
Question

I need the code to invite my accountant

  • November 14, 2022
  • 1 reply
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I need the code to invite my accountant

1 reply

November 14, 2022

Hi there, n1enriquez-hotma. 

 

There is no need to have a code when sending invites to your accountant. Once you already send a request to your accountant, he/she will receives an email with the steps on how to accept the invitation. 

 

If you need to invite your accountant, I'm happy to show you 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. Click the Gear icon in the upper-right corner and choose Manage Users.
  2. In the Manage users page, select the Accounting firms tab. Enter your accountant email.
  3. Press the Invite button.

 

 

 

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

 

Please know that regular accountant users don't count toward your user limit. However, if you also make your accountant your company’s primary admin, they'll be counted.

  

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

 

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. 

 

 

I'm always around here in the Community if you have any other concerns. Feel free to post again here. Have a good one.