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February 16, 2021
Question

I’ve hired a new accountant how do I add them to my quickbooks?

  • February 16, 2021
  • 1 reply
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1 reply

February 17, 2021

Hi there, useramischroepfer.

 

Welcome to Community and thank you for posting here in our forum. I'll provide the detailed steps to ensure you're able to add your newly hired accountant to your QuickBooks Online.

 

To start with, I suggest going to the Gear icon and choose Manage users. From there, you'll have the option to enter the accountant's name and email address to start adding them.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Click on the Gear icon and choose Manage Users.
  3. Go to the Accounting Firms section.
  4. Enter your accountant's email. Then, click Invite. They will receive an email with a link for signing in to your company.
  5. 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.
  6. Until your accountant signs in, their status on the Manage Users page is "Invited." After accepting the invitation, their status changes to "Active."
  7. Click Next and Finish.

 

 

 

For additional information, you can click this article: Managing accountant users in QuickBooks Online.

 

Please refer to this article to see steps on how you can add, manage user roles or permissions or delete user profiles: Add and manage users in QuickBooks Online.

 

Keep me notified through this post if you have more questions. I'll be around to help. Have a good one!