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June 5, 2025
Question

Invite accountant using Simple Start

  • June 5, 2025
  • 1 reply
  • 0 views

Can someone please let me know how to invite accountant to quickbooks using Simple Start subscription.

1 reply

June 5, 2025

Hi there, Salessio0564.

 

I'd be glad to guide you through inviting your accountant to your QuickBooks Online (QBO) Simple Start.

 

Here's how you can invite them to your company:

 

  1. Navigate to the Gear icon in the upper right corner.
  2. Select Manage Users.

  3. Go to the Accounting firms tab, then click Invite firm.

  4. Enter the accountant's email address and click the Invite button.

 

Afterward, your accountant will receive an email invitation with instructions on how to accept the invite and connect to your company file.

 

You can also check out this article in case your accountant didn't receive your email invitation: Invited users didn't receive your email invitation.

Lastly, for enhanced reporting and to get the most out of QuickBooks, consider contacting our QuickBooks Live Expert Assisted team. They provide personalized support and guidance to help you confidently and efficiently manage your QuickBooks experience.

 

Please keep us posted if you need further clarification about inviting your accountant, managing user access, or any other QBO-related questions. We’re always here to help!