Invite an accountant to review your books in QuickBooks Online

QuickBooksHelp · ‎October 25, 2018

Learn how to add your accountant to QuickBooks Online.

With access to your company, your accountant can review your books, make corrections, and collaborate on any issues.

We also provide accountant-specific tools to help you prepare for taxes.

Invite an accountant

Sign in to QuickBooks Online as a primary admin.
Go to Settings ⚙ and select Manage users.
Select the Accounting firms tab.
Select Invite.
Enter your accountant's info and select Save.

Your accountant receives an email with steps for how to connect. If they don’t have QuickBooks Online Accountant, there's a link on how to sign up. Accountant users have privileges to undo reconciliations, reclassify transactions, and write off invoices.

Invite up to two accountants in QuickBooks Simple Start, Essentials, and Plus, and up to three in QuickBooks Advanced.

Note: Regular accountant users don't count toward your user limit. They’ll count if you make them your company’s primary admin.

Remove an accountant

If you no longer want your accountant to access to your books, remove them:

Sign in to QuickBooks Online as a primary admin.
Go to Settings ⚙ and select Manage users.
Select the Accounting firms tab.
Find the accountant you want to remove.
Select the small arrow dropdown ▼ in the Action column and then Delete.
Select Delete to finish.