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Apr 18, 2020 9:32 PM UTC
Question

Does anyone know how to invite an accountant in the settings

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1 reply

Apr 19, 2020 1:08 AM UTC

Hi there, Avalon66.

 

Inviting an Accountant in QuickBooks is so quick and easy. I'd be glad to walk you through the steps:

 

Here's how:

 

  1. From the Settings icon, select Manage Users.
  2. Select Accounting Firms.
  3. Enter your Accountant's email address.
  4. Click Invite.

Your accountant will then get an email with instructions so she/he can access your company.

 

I'm adding this link for additional information: Invite or remove an accountant

 

Let me know if you have any other questions. I'm always here to help you out.