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April 21, 2021
Question

How do I invite my accountant to quickbooks

  • April 21, 2021
  • 1 reply
  • 1 view
No text available

1 reply

Level 8
April 21, 2021

Hello, Kelley. 

 

Inviting an accountant is easy in QuickBooks Online. I'm here to show you the steps on how to do it. 

 

You can invite your accountant by going to the Manage users page. Here's how: 

 

  1. Click the Gear icon, then select Manage users
  2. Go to the Accounting firms tab. 
  3. Enter their email address, then click Invite.

 

 

If you'd like to know more about inviting accountant users in QuickBooks, please check out this article: Managing accountant users in QuickBooks Online.

 

If you or your accountant is ready to work on your books, you can check out a bunch of articles. You can start by managing your bank transactions or reconciliation: 

 

 

I'm with you in every step of the way, so ask away if you have more questions about adding users in your Online account. I'm here to help. If you have other concerns, please add them to your reply.