Skip to main content
S
SH_C
April 16, 2019
Question

No option to add an accountant in user management screen

  • April 16, 2019
  • 1 reply
  • 0 views

I am the master admin and want to add an accountant user. However in the screen there is no option to do that. See screenshot. What do I do?

 

 

1 reply

RenjolynC
RenjolynC
April 16, 2019

I'll help you add your accountant, SH_C.

 

In some countries, the option to add your accountant is under the Company Admin user type.

 

Here are the steps:

  1. In the Manage Users page, click the Add User button above the Action column.
  2. Choose Company Admin, and put a check mark on the This user is my accountant box.
  3. Click Next.
  4. Enter the First name, Last name, and Email.
  5. Click Save.

I've added a sample screenshot for your reference.

 

Then, an invitation will be sent to your accountant's email address. This includes the instructions on how they can sign up to your company. 

 

Please keep me posted if you need anything else. We're always here to help you some more. Thanks.

 

C
Chris T11
June 13, 2019

There is no manage user link to click on, in order to add an accountant

E
EmmaM
June 13, 2019

Hello Chris T

 

Alternatively on the left hand side of QuickBooks Online below accounting there should be an option called my accountant if you click on that and then  you should see the option to invite the accountant.

If you are using QuickBooks Self Employed or this does not work for you let us know

 

Emma

Terms & ConditionsAccessibility statement