Skip to main content
March 10, 2021
Question

How do I invite my accountant?

  • March 10, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 10, 2021

Welcome to the Community, hollywoodlandsca.

 

I'd be happy to show you on how you can invite your accountant in QuickBooks Online (QBO).

 

Here's how:

  1. Go to the Gear icon at the top. 
  2. Click Manage users.
  3. Go to the Accounting firms tab.
  4. Enter the accountant's email address.
  5. Click the Invite button.

Once done, they'll receive an email invitation with instructions on how to accept it. 

 

For more details about the process, see this article: Invite an accountant to review your accounting in QuickBooks Online.

 

Stay in touch with us if you need further assistance. We're always around to assist you anytime. Have a great day!