cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit

Invite or remove an accountant

Learn how to add or remove your accountant as a user in QuickBooks Online.

Your accountant can be your best work partner. Give your accountant access to QuickBooks so it’s easy for you to work together. We’ll show you how.

Note: You need to be an admin or another accountant user to invite or remove accountants.

Add or invite an accountant

  1. Select the Gear icon at the top, then choose Manage users.
  2. Go to Accounting firms tab.
  3. Invite your accountant:
    • If this is your first time inviting an accountant, enter your accountant's email, then select Invite.
    • If you there's an existing Accountant user, select Invite at the top right to add a new one.

Your accountant will receive an email invitation, with instructions on how to sign up to your company. Once your accountant accepts the invite, the status on the "Manage Users" screen changes from Invited to Active.

Your accountant and members of their firm can log in to your QuickBooks with admin access.

Notes:

  • You can invite up to 2 accountants.
  • Adding an Accountant user doesn’t count toward your user limit, unless the accountant is also the company’s Master Admin.

Remove an accountant

  1. Select the Gear icon at the top, then choose Manage users.
  2. Go to Accounting firms tab, then find the accountant you wish to remove.
  3. From the Action drop-down, choose Delete.
  4. Select Delete to confirm.

Note: Your accountant can also delete other Accountant users, as long as they’re from the same firm.