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September 21, 2021
Question

My account has asked me to send any invoices, receipt etc how do I do this?

  • September 21, 2021
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1 reply

September 21, 2021

Good to see you here in the Community,indi-pipelinegro.

 

At this time, you can invite an accountant in QuickBooks Online.Accountants can access your company file and financial data through QuickBooks Here's how to invite your accountant: 

  1. Click the Gear icon in the upper-right corner and select Manage Users.
  2. On the Manage Users page, select the Accounting firms tab.
  3. Click the Invite button.
  4. Enter your accountant's information and click Save.

For additional reference in adding your accountant to your QBO account, check this article for details: Invite or remove an accountant.

 

Also, I encourage checking this article to learn some best practices on managing your users: 

 

 

That should point you out in the right direction today. Keep me posted if you have any other questions. I'm a few clicks away to help. Have a good one!