How to Invite Your Accountant to QuickBooks

A great way to get the most out of QuickBooks is to invite your accountant, bookkeeper, or tax pro to work directly in your books. Here's how.

Open step-by-step instructions

Read step-by-step instructions

Navigate to the Manage Users Menu

From the home screen, click on the Gear Menu and beneath the column heading labelled “Your Company” select the Manage Users tab.

Open Invitation

On the Manage Users page, click Invite Accountant to open a new invitation.

Enter Your Accountant's Name and Email

Enter your accountant’s name and email address into the text boxes and click Next when you’ve finished.

Finalize Invitation

Click Finish and you’re done. Your accountant will get an email with a link to your QuickBooks. From there, it’s up to your accountant to log in and start working on your books.