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We need to invite a new accountant.

 
13 Comments
QuickBooks Team

Re: We need to invite a new accountant.

Hello aml120345,

 

Let me give you the steps to invite your accountant:

  1. Click the Gear icon and select Manage Users.
  2. Go to the Accounting firms tab and click the Invite button.
  3. Enter your accountant's information and click Save.

You can also use this article for reference: How to Manage an Accountant User in QuickBooks Online.

 

I'll be right here if you need anything.

Experienced Member

Re: We need to invite a new accountant.

Where is the gear icon?

 

Experienced Member

Re: We need to invite a new accountant.

Where is the gear icon?

 

QuickBooks Team

Re: We need to invite a new accountant.

Welcome to the Community, @MissyI. I'd be glad to show you where the Gear icon is. 

 

This icon is located in the upper right of the screen, in between the Magnifying Glass icon and the Help icon. I've included a screenshot to serve as a visual reference:

 

 

For additional information on adding an Accountant user, I recommend the following article: Invite or remove an accountant.

 

Should you have any questions about this, or need anything, I'm a post away. Hope you have a wonderful weekend.

Experienced Member

Re: We need to invite a new accountant.

Thank you, David! The screen shot didn’t come through. What page is it on? I just have a grid at the top with all the page options i.e Home Page, Search, Customers, Vendors, etc.

QuickBooks Team

Re: We need to invite a new accountant.

You're certainly welcome, @MissyI

 

The screenshot is appearing on my side, which means that it could be a browser display issue. You may wish to consider trying an alternative browser to see if you can view it. 

 

The Gear icon will always be available in the top right of the screen. Just to clarify, are you using QuickBooks Online (QBO)? The reason for asking is some of the options sound like you may be using QuickBooks Desktop.

 

Please feel free to let me know how it goes as I want to ensure you can access the Gear icon. Have a good one.

Experienced Member

Re: We need to invite a new accountant.

 
Experienced Member

Re: We need to invite a new accountant.

I have QB Desktop.

QuickBooks Team

Re: We need to invite a new accountant.

Thanks for getting back to me and providing that clarification, @MissyI

 

As the Gear icon is used only in QuickBooks Online, that explains why you're not seeing it. I'm including an article which provides an overview of creating a copy of your Desktop data for your accountant and sharing it with them: Create an accountant's copy to send to your accountant.

 

If I can be of further assistance, please don't hesitate to let me know. Wishing you well.
 

Experienced Member

Re: We need to invite a new accountant.

I have QB Desktop. How do I invite my accountant?

Experienced Member

Re: We need to invite a new accountant.

Disregard my second comment, I didn't see your reply and thought the first one didn't go through. Thanks for your help!

Experienced Member

Re: We need to invite a new accountant.

Ok, so I do have another question. Is this the same as sharing? My financial planner wants to help me with reports and such. Is that a different function or is it the same as the article you sent?

QuickBooks Team

Re: We need to invite a new accountant.

Hello again, @MissyI. I'd be glad to provide clarification on this process. 

 

This is generally how users of QuickBooks Desktop will share their file with an accountant. A person with an accountant version would be able to run reports on the data and work on the file. The following article provides further insight into these files and workflow: Use the Accountant's Copy.

 

As always, I'm a few clicks if you have questions on this article or anything else. Cheering you to continued success.