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August 10, 2022
Question

How do you get the accountant toolbox to show up in QB online plus?

  • August 10, 2022
  • 1 reply
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1 reply

MariaSoledadG
August 10, 2022

Let's make sure the accountant toolbox shows up, Jehackler.

 

 When your accountant has access to your company, they'll be able to make corrections and review your books. You can invite them so they'll be able to see the Accountant Tools option in the QuickBooks Online Plus account. To do this, follow the steps below:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to the Gear icon or Settings ⚙ and select Manage users.
  3. Select the Accounting firms tab.
  4. Select Invite.
  5. Enter your accountant's info and select Save.

 

Your accountant receives an email with steps for how to connect. If they don’t have QuickBooks Online Accountant, there's a link on how to sign up. Accountant users have privileges to undo reconciliations, reclassify transactions, and write off invoices.

 

Also, a briefcase icon will appear in the upper left corner once your accountant can already access your books. Clicking the drop-down menu can access tools, reports ,and more, all designed specifically for accountants. Attached is a screenshot for your visual guide:

 

 

Aside from that, you can also learn special tools exclusively for accountant users. These are only available to accountants who use QuickBooks Online Accountant. I've added this additional resource for your guide: Use Accountant Tools and Features In QuickBooks Online.

 

Fill me in and keep in touch if you have further questions about the accountant toolbox. I'll always be right here to help you.