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June 27, 2022
Question

There is nowhere to add my accountant. Anyone know why?

  • June 27, 2022
  • 1 reply
  • 0 views
New user and its my account.  Just cannot seem to find where to add my accountant

1 reply

JoesemM
June 27, 2022

Welcome and thank you for posting in the Community space, @carpentrygenie-g.

 

I'm here to help you add an accountant to your QuickBooks account. To get started, let's make sure that you've login as the master's admin you can verify it by going to the Manage Users page.

 

Once done, you can follow the steps below on how to add an accountant:

 

  1. Go to the Gear icon at the top right to get to the Manage users.
  2. Proceed to the Accounting firms tab.
  3. Click Invite.
  4. Enter your accountant's info.
  5. Hit Save.

 

After that, your accountant will get an invitation through email, which contains the steps to accept it. For more information about adding an accountant, please refer to this article: Invite an accountant to review your accounting in QuickBooks Online.

 

I've also collected these articles that will guide you on how to add users who help with your company's bookkeeping:

 

 

Don't hesitate to leave a comment in this thread if you have any additional questions. I'll be here to help. Have a good one!