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Jan 30, 2021 5:42 PM UTC
Question

How do i make an accountants copy with QB online?

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2 replies

Jan 30, 2021 5:49 PM UTC

Hello,

 

With QBO Online there is no accountants copy like in desktop.

 

Instead, you invite your accountant as an "Accountant User".  This allows them to log into your books and make any adjustments they need to do without the need to "lock down" features to the owner and transfer files back and forth.

Jan 30, 2021 5:51 PM UTC

Thank you!!!