Skip to main content

1 reply

March 9, 2024

Hello, Cesar. It's great to see you posting on the Community forum.

 

I would be happy to guide you on how to add your bookkeeper to QuickBooks Online (QBO). 

 

To add an accountant, you can follow these simple steps:

 

  1. Log in to your QuickBooks Online account as a primary admin.
  2. Click on the Gear icon in the top right corner.
  3. Select Manage Users.
  4. Go to the Accountant tab.
  5. Click on the Invite button.
  6. Enter the accountant's email address and name.
  7. Click Save.

 

After completing these steps, your accountant will receive an email from us with your business’s name and a message that includes "Accept Invitation." All they have to do is click the button to be routed to the account creation page. Then, sign in or enter their information to complete the process. 

 

Once you're done your accountant will receive an email from us. It has your business’s name and a message that includes "Accept Invitation.” Just have them click the button to be routed to the account creation page. Then, sign in or enter their information to complete the process.

 

If you ever need to remove your accountant, you can refer to this link for detailed steps: Add accountant users in QuickBooks Online.

 

If you have any other concerns regarding inviting your accountant to QBO, feel free to let me know. Have a good day and stay safe!