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August 18, 2021
Question

I would like to link the account to my accountant who will also be able to log in? how can i do it ?

  • August 18, 2021
  • 1 reply
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1 reply

MichelleBh
August 18, 2021

Hello, @nir-galooli-com.

 

I've easy procedures to link your QuickBooks Online (QBO) to QuickBooks Online Accountant (QBOA).

 

To link your QBO, you'll need to invite your accountant to your account. This way, your accountant can log in and review your company anytime.

 

Here's how: 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to the Gear icon and select Manage Users.
  3. Choose the Accounting firms tab and click the Invite button.

       4. Type your accountant's info and tap Save

 

For more details, check out this article: Invite an accountant to review your accounting in QuickBooks.

 

After sending the invitation, let your accountant follow these steps: 

  1. Pull up the invitation in your email and click the Accept Invite button.
  2. Enter the user ID and password you use for QBOA. 
  3. Tap Accept Invitation

 

In addition, allow your accountant to review these articles to learn how to track client lists and fix broken invitation links.
 

 

Furthermore, to know how many accountant users you can set up to your QBO subscription, click this link: How many users can I set up?

 

I love to connect and help you again. Don't delay to leave a reply below if you need more further information. Keep your life safe and fit.