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June 19, 2020
Question

I am trying to add another user under accounting for my new bookkeeper.

  • June 19, 2020
  • 1 reply
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1 reply

MorganB
June 19, 2020

Thanks for joining us here in the Community, user64203.

 

I'd be glad to help out so you're able to add an accountant user to your QuickBooks Online account.

 

Here's how:

 

1. Click the Gear icon in the top right corner.

2. Select Accounting firms.

3. Choose Invite.

4. Enter the necessary info and click Save.

 

Some key notes to remember include:

  • You can invite up to 2 accountants in Simple Start, Essentials, and Plus plans. In QuickBooks Advanced, you can invite up to 3.
  • An accountant user doesn’t count toward your user limit unless the accountant is also the company’s master admin.

The following linked article provides additional details about inviting an accountant.

 

That will do it. I'm only a comment or post away if you have any other questions.