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May 7, 2020
Question

My quick books on line doesnt have the opption to invute my accountant ,went into settings an i dont have manage users ,so how can i invite him to quick books

  • May 7, 2020
  • 1 reply
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1 reply

May 7, 2020

Hi @jayne-stevens1,

 

I'll walk you through so you can invite an accountant to your QuickBooks Online (QBO) company.

 

Ensure you're logged in as the master administrator, then follow the steps below:

 

  1. Go to the Gear icon.
  2. Under the Your Company section, select Manage users.
  3. Tap the Accounting firms tab.
  4. Type in the Intuit registered email address of your accountant, then press Invite

Detailed steps on how you can invite an accountant user can be found here: Managing accountant users in QuickBooks Online.

 

If you'd like to learn more about the user types available in QBO, see this article: User types in QuickBooks Online. It shows how billable users you can add to your company, which depends on the version you have. 

 

Have other questions in mind? Place it in the comments below, and I'll get back to you.