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April 24, 2024
Question

How do I transfer 25 invoices to my CPA

  • April 24, 2024
  • 1 reply
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 how do I transfer invoices to my CPA

1 reply

April 24, 2024

We're glad to have you post in the Community, ckishish. Let me share information about transferring invoices from your QuickBooks Online (QBO) account to your CPA's account.

 

In QBO, transferring invoices from a company file to their accountant's account is not an option. QuickBooks Online Accountant (QBOA) users invited as accountant in their client's company in QBO can access and manage their clients' invoices and data.

 

Thus, if you haven't invited your accountant as a user yet on QBO, I recommend sending them an invitation. This way, they can manage the said invoices using their QBOA account. Here's how:

 

  1. Log in to your QBO account as a primary admin.
  2. Go to the Gear icon and select Manage users.
  3. Click the Accountants tab and enter your accountant's email address. Then, press Invite.

 

You may also review this article to learn about what happens after you send an invite to your accountant in QuickBooks: Find out what happens when you invite your accountant.

 

Additionally, here's a link as a reference when managing your company file users in QBO: Add and manage users in QuickBooks Online.

 

I'll be around if you have additional queries regarding managing your data or any QuickBooks-related concerns. We've got you covered here in the Community. Take care.