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April 10, 2024
Question

My accountant cant see my account , he has permission for this , how do I set this up on quick books

  • April 10, 2024
  • 1 reply
  • 0 views
How do you link your accountant to your account

1 reply

MJoy_D
April 10, 2024

I can help you resolve the issue you're having in granting your accountant access to your QuickBooks account, legslamb22.

 

To resolve the issue, you can rectify it by deleting the initial invitation sent to your accountant and then sending them a fresh one.

 

Here's a step-by-step guide to removing the accountant:

 

  1. Navigate to Settings (⚙) and select Manage Users.
  2. Select the Accountants or Accounting Firms tab.
  3. Find the accountant you want to remove.
  4. From the Action column, select Delete. 

 

Now, to link your accountant to your QuickBooks account and grant them access, follow these steps:

 

  1. While in your Manage Users section, select Accounting Firms.
  2. Enter the accountant's email address, then select Invite. Follow the prompts to verify your account.
  3. Continue through the prompts to complete inviting the accountant.

 

An email containing a link to sign into your QuickBooks Online company will be sent to your accountant. If they don't have an account with Intuit Business Services, they will be asked to create a user ID before signing in for the first time. Their status will be Invited until they sign in once they accept the invitation, their status changes to Active.

 

Check this article for more information about adding an accountant: Add accountant users in QuickBooks Online. It also explains what happens when you invite an accountant with a QuickBooks Online Accountant subscription and how to remove an accountant.

 

These are the available tools that your accountants can access in your company file: Use accountant tools and features in QuickBooks Online Accountant

 

If you have any follow-up questions or need further assistance regarding accountant access, please let me know by leaving a reply below. Have a fantastic rest of the day!