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August 22, 2020
Question

How to add accountant to QB

  • August 22, 2020
  • 1 reply
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1 reply

August 22, 2020

Hello, 9130348750636516. 

 

Thank you for reaching out to the Community. I am here to guide you on how to invite your accountant in QuickBooks Online. For the Simple Start, Essentials, and Plus subscriptions, you can invite up to two accountants. On the other hand, you can invite up to three accountants for the Advanced subscription. It's super easy. Here's how:

 

  1. Click on the Gear Icon, then Manage Users.
  2. Go to the Accountants section and click Invite Accountant.
  3. Enter your accountant's email address and press Invite

 

 

 

 

 

Once done, your accountant received an email with a link for signing in to your company and will be asked to create a user ID before signing for the first time, not unless they already have an account with Intuit Business Services. 

 

For the detailed instructions, visit this article: Invite or remove an accountant.  

 

Also, I encourage checking this article to learn some best practices on managing your users: Add, delete, or change user access

 

Please know that I'm just a post away if you have any other questions. Have a great day ahead, and Take care!