Skip to main content
March 25, 2021
Question

How to send invite to accountant

  • March 25, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Adrian_A
March 25, 2021

You have me to help you send an invitation to your accountant, greeksuperfoods-.

 

Let me  guide you how:

 

  1. Sign in to your QuickBooks Online company.
  2. Click on the Gear Icon > Manage Users.
  3. Go to the Accounting Firms section.
  4. Enter your accountant's email address and first/last name (optional).
  5. Click Invite. They will receive an email with a link for signing in to your company.
  6. They will be asked to create a user ID before signing in the first time unless they already have an account with Intuit Business Services.
  7. Until your accountant signs in, their status on the Manage Users page is "Invited." After accepting the invitation, their status changes to "Active."
  8. Click Next and Finish.

 

I've also added this reference on the lists of things that your accountant can do with your file: Use accountant tools and features in QuickBooks Online Accountant.

 

I'll be around if there's anything that I can help. Keep safe!