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April 5, 2023
Question

How do I add my accountant to my quick books online need this done ASAP. I also can't seem to connect ang of my bank accounts so have had to put it all in manually help..

  • April 5, 2023
  • 1 reply
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1 reply

April 5, 2023

Hi adamnichols32-go, thanks for joining the Community - you can follow the steps below to invite your accountant to QuickBooks Online. Which bank provider(s) are you attempting to connect, and do you receive any errors when adding these? 🧐

 

1. Sign in to QuickBooks Online as a primary admin.
2. Select Settings ⚙, then select Manage users.
3. Select the Accountants or Accounting firms tab.
4. Enter your accountant’s email address, then select Invite.