HOW TO

How to invite your accountant | Get started tutorial

How to invite your accountant

It's easy and beneficial to collaborate with your accountant on QuickBooks Online. Your accountant can review your books, make corrections and collaborate on any issures.

Before you start:
All you need is your accountant's email address.
A small business owner collaborating with an accountant on QuickBooks Online.

Benefits include

Cartoon people looking at a laptop

It's easier than ever to collaborate

with your accountant

Cartoon person looking at a laptop and holding a pen

This enables your accountant to

access, review, balance your books and make corrections

Step-by-step guide

Step 1

  • Click the gear icon from the top right hand corner of QuickBooks.
  • Select the Manage users tab.
A screenshot of selecting the "Manage Users" tab to invite an accountant to collaborate on QuickBooks Online.

Step 2

  • Click Accounting firms.
  • Enter your accountants email address and select invite.
  • Your accountant will now receive an email invitation to join your QuickBooks Online account.
  • Once your accountant gets the email they will be prompted to log on.
A screenshot of how to invite your accountant to collaborate on QuickBooks Online.

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