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April 30, 2020
Question

I’m trying to link my accountant to my company file but don’’t see any means to be able to do so.

  • April 30, 2020
  • 1 reply
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1 reply

AddieC
May 1, 2020

Hi there, 

 

Connecting with your accountant in QuickBooks Online is an awesome way to make both your lives easier. Giving an accountant access with provide them with additional tools and resources to help you with your bookkeeping. I'd be happy to explain how to add your accountant to QBO.

 

Follow the steps in this article for help adding an accountant user to your QBO account: Managing accountant users in QuickBooks Online.

 

QuickBooks Online allows you to invite different users through the Manage Users page. If you'd like to give your accountant access to your company, see the steps below.

  1. Sign in to QuickBooks Online (QBO).
  2. Select the Settings ⚙️ icon then Manage Users.
  3. Select Add User.
  4. Select Company admin.
  5. Check This user is my accountant. Note: This step doesn't apply to EasyStart subscriptions.
  6. Select Next.
  7. Enter the accountant's name and email address. Save.
  8. Your accountant will be sent an email with a link to sign into your QBO company.
  9. Your accountant will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.
  10. Until your accountant signs in, their status will remain as Invited< on the Manage Users page. After accepting the invitation, their status changes to Active.
  11. Click Next
  12. Click Finish.

I hope this helps! If you're still having trouble inviting your accountant, please reach out to our tech support team.

 

Cheers!