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April 11, 2022
Question

Hi How I can add my account òn my book

  • April 11, 2022
  • 1 reply
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I want add my accountant online to my quickook How we do

1 reply

Rubielyn_J
April 11, 2022

I can walk you through how to add an accountant to your account, @Stefano11.

 

In QuickBooks Online (QBO), you can invite an accountant to review your books. Once your accountant has access to your company, they can review your books, make corrections, and collaborate on any issues.

 

To invite one, here's what you need to do:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Proceed to Settings ⚙ and choose Manage users.

  3. Select the Accounting firms tab.
  4. Click Invite.

  5. Enter your accountant's info and choose Save.

 

Once done, let them accept the invitation. For more info, you may check out this article: Invite an accountant to review your books in QuickBooks Online.

 

Additionally, I encourage visiting this link to learn some best practices for managing your users in your account: Add, delete, or change user access.

 

Stay in touch with us if you need further assistance adding an accountant to your company file. We're always around to assist you anytime. Have a great day!