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How to? Regarding: sharing with my accountant

I need to invite my accountant to my online QB  2019 pro but I don't see the gear icon he speaks about  how do I add him

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QuickBooks Team

Re: How to? Regarding: sharing with my accountant

Hi there, @JaleenaJessop.

 

Thanks for posting here in the Community. Let me help share some information about sharing and sending a file to your accountant.

 

In QuickBooks Desktop, you don't need to invite your accountant to share and work on your company file. We have the Accountant's Copy feature that allows accountants and clients to work on a company file at the same time.

 

You can refer to this article for more information: Use the Accountant's Copy.

 

This article will get you in the right direction when working in an Accountant's copy. 

 

As always, you can contact our Desktop Care Support if you need assistance in going through the steps of creating an Accountant's Copy. Here's how you can reach them:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Please let me know if you have additional questions about this feature. I'm here to help.