How do I add my accountant?

I'll help you add your accountant to QuickBooks Online (QBO), @Baw31.

With access to your company, they can review your books, make corrections, and collaborate on any issues. Here's how:

1. Sign in to QuickBooks Online as a primary admin.
2. Go to Settings ⚙ and select Manage users.
3. Click the Accounting firms tab.
4. Select Invite.
5. Enter your accountant's info and select Save. If you are adding an accountant for the first time, enter your accountant's email address and select Invite.

Then, they'll received an email about the invitation. Once they accepted your request, their status on the Manage users page will change from Invited to Active.

Please take note that you can only invite up to two accountants per company file. 

In case you didn't reach the maximum invite and still unable to invite them, we can run some basic troubleshooting steps. There are times times that too much cache accumulated in a browser can cause unexpected behavior with the product. 

To isolate the issue, let's open your account in a private window. This will help us identify if the problem is cache-related. Simply press the following shortcut keys to access this mode:

• Google Chrome: Ctrl + Shift + N.
• Mozilla Firefox: Ctrl + Shift + P.
• Internet Explorer: Ctrl + Shift + P.
• Safari:  Command + Shift + N

Once done, try adding your accountant again. If it works, go back to your regular browser and clear its cache. If the same things happen, use another supported browser instead. 

As the end of the year approaches, you need to complete certain tasks in QBO to prepare for the new year. Use this guide to complete year-end tasks and end the year smoothly: QuickBooks Online year-end guide and checklist.

Feel free to leave a comment for follow-up questions or post your other concerns in the Community. Moreover, you can give us an update about the result of the troubleshooting steps. I'll be around if you need further help @Baw31. Have a great day!​​​​​​​