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February 9, 2021
Question

How do I invite an accountant to work on my quick books online?

  • February 9, 2021
  • 1 reply
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1 reply

February 9, 2021

Let me help you add your accountant to your QuickBooks Online (QBO) account, userhapizzaman.

 

We'll need to make sure you have the master admin access for us to invite your accountant. Let me show you how:

  1. Go to the Gear icon.
  2. Under Your Company, click Manage users.
  3. Select the Accounting firms tab.
  4. Enter the accountant's email address and click the Invite button.
  5. Press Save.

They'll receive an email invitation with instructions on how to accept it. If your accountant doesn't have a QuickBooks Online Accountant, there's also a link for how to sign up. For more details about this one, see the Invite an accountant to review your accounting in QuickBooks Online article. I've also added this link to learn some best practices on managing user's access to QBO: Add, delete, or change user access.

 

Feel free to visit our User management page for more insights about adding and managing your Intuit product users.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. I'll be here to ensure your success. You have a good one.