What exactly can my accountant do in the My Accountant feature?

Hi Robyn261,


Welcome to the Community. Getting the help of an accountant is a great way to keep your business accountable. In QuickBooks Online, you can add the accountant of your choice in your account in a simple way. I'll be glad to provide you with some information on this.

QuickBooks Online offers the ability to add an accountant through the My Accountant feature. This allows the accountant to have full access to your account from wherever they are and provide accounting assistance if needed. Once added, the accountant can request or share a document under my accountant tab.

If you wish to limit access, you might need to add the accountant as a standard user and customize the access with the options available.

Let me know if you have any questions, I'll be happy to help.