JamesDuanT
Moderator

Account management

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.