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June 27, 2022
Question

How do I edit/update the name and email address of 'My Accountant'?

  • June 27, 2022
  • 1 reply
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1 reply

June 27, 2022

Thanks for coming here today, alldayidreamabou.

 

I'd be happy to show you how to update your Accountant's name and email address in QuickBooks Online (QBO).

 

Here's how:

 

  1. Sign in to QuickBooks Online the primary admin.
  2. Go to Settings and select Manage users.
  3. Select the Users tab.
  4. Find the accountant you want to update.
  5. Click Edit.
  6. From the Edit user settings, change the Email, First name, and Last name.
  7. Click Save.

This article might be helpful to know the steps on how to invite an accountant: Invite an accountant to review your accounting in QuickBooks Online.

 

Additionally, we have easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBO. Below are the following:

 

The Community is always open if you have other questions while managing users in QBO. I'll be around to help. Wishing you a great day ahead!