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August 4, 2021
Question

How do I add an accountants email to on line version so they can access account to upload history from another accounting system?

  • August 4, 2021
  • 1 reply
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1 reply

phuongthaob56
August 4, 2021

Hi there, @kcall-sttimothym .

thanks for reaching out here in the Community. 

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 Accounting firms.
  4. Select Invite.
  5. Enter the accountant's name and email address, then select Save.
  6. Your accountant will be sent an email with a link to sign into your QBO company.
  7. 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.
  8. 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.
  9. Click Next
  10. Click Finish

Let me know if there's anything that I can help in managing your account. I'm always here to help. Have a wonderful day!