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Add accountant users in QuickBooks Online
by Intuit• Updated a day ago
Learn how to add your accountant in QuickBooks Online.
With access to your company, your accountant can review your books, make corrections, and collaborate on any issues. Accountant users have additional privileges that let them undo entire reconciliations, reclassify transactions, and write off invoices. They can also use accountant-specific tools to help you prepare for taxes.
Note: Regular accountant users don't count toward your usage limit. They’ll count if you make them your company’s primary admin. If you need to manage regular users, here’s how to add and manage them in QuickBooks Online.
QuickBooks Online allows you to invite different users through the Manage users page. If you'd like to give your accountant access to your company, see the steps below.
Invite your accountant
- Sign in to QuickBooks Online as a primary admin.
- Go to Settings ⚙ and select Manage users.
- Select Accountants tab.
- If you are inviting an accountant for the first time, enter the accountant's email address, then select Invite. Follow the prompt to verify your account.
- If you are adding a second accountant, select Invite then enter their name and email address, then select Save.
Find out what happens when you invite your accountant
- Your accountant will receive an email about the invitation. You’ll know they accepted your request when the status on the Manage users page changes from Invited to Active.
- Your accountant will get a link to access your QuickBooks Online company if they already have QuickBooks Online Accountant. If they don’t, they need to sign up. Signing up is free and lets them access all of the features available in your version of QuickBooks Online at no cost to you.
Have any other questions for our team? If any of your questions were left unanswered, we'd love to hear them! Pop over to our QuickBooks Community's discussion on Intuit account management where you can ask your questions, have them answered by qualified QuickBooks Online experts, and hopefully help others with the same questions out in the process. |
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