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May 2, 2020
Question

Why can’t I add my accountant?

  • May 2, 2020
  • 1 reply
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Original commenter did not share additional details

1 reply

AddieC
May 4, 2020

Hi lynnsandra98,

 

Teaming up with your accountant in QuickBooks Online is the best way to ensure your books stay accurate and up-to-date. Accountants have special capabilities when using QuickBooks Online, as they'll be set up with a QBO Accountant company at no charge. This will give them access to exclusive features and tools to help you both get your work done more efficiently. I want to make sure you're able to add your accountant to take advantage of this awesome partnership.

 

Here's how to add an accountant to QBO: 

  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.

That's all there is to it. 

 

If you're unable to add your accountant after following these steps, it's important for one of our agents to find out why. Please reach out to our tech support team for further assistance. I'm confident an agent will get this resolved for you in no time. 

 

Have a great day.