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BusyClicks
August 29, 2021
Question

How do i invite my accountant into my personal business books, not my clients books?

  • August 29, 2021
  • 1 reply
  • 0 views
I use QBOA to run my bookkeeping business. I need to invite my accountant to view my personal business books, not my clients books. There is no way to do this. I can only invite an accountant from my clients books not my own. Why?

1 reply

J
JamesM4
August 30, 2021

Hello BusyClicks,

 

Thanks for connecting with us here. QuickBooks is a dynamic program that enables you to manage your work with ease. I'll be glad to share more info about managing users so you can get back to doing what you love. 

 

I can see the importance of being able to add an accountant user to your QuickBooks Online Accountant account. This function isn't available yet in QBOA, however, I encourage you to send feedback about this to our engineers. This is a great way to request any new product updates and improvements you'd like to see included in the program. To do this, click on the Gear icon and look for Feedback. 

 

In the meantime, feel free to ask other questions, I'm here to help you achieve your QuickBooks goals. Otherwise, I wish you a great rest of the week. 

 

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