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Jun 25, 2022 4:29 PM UTC
Question

How grant my CPA access to my account?

I need to give my CPA access to train me on how to use qb

1 reply

Jun 25, 2022 5:42 PM UTC

Hi there, @mcmobilellc1-gma. 

 

I can help you give access to your accountant as a user. Here's how:

 

  1. Log in to your QuickBooks Online company.
  2. Go to the Gear Icon, then select Manage Users.
  3. Click the Accounting firms section.
  4. Enter your accountant's Email address then click Invite next to it.
  5. Choose the Invite button at the left portion.
  6. Input your Accountant's contact info then click Save.
  7. Once done, your accountant will receive an email with a link for signing in to your company.

Your accountant's status on the Manage Users page is "Invited." After accepting the invitation, their status changes to "Active."
 

If you decide to remove your accountant's access, you may refer to this article: Remove your accountant as a user in QuickBooks Online.

 

Here's a link with a video about managing users that may be helpful: How to Add & Manage Users For Your Company

 

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