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Intuit
22 helpful votes

Managing accountant users 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.

  1. Sign in to QuickBooks Online (QBO).
  2. Select the Settings ⚙️ icon then Manage Users.
  3. Select Add User.
  4. Select Company admin.
  5. Check This user is my accountant. Note: This step doesn't apply to Simple Start subscriptions.
  6. Select Next.
  7. Enter the accountant's name and email address. Save.
  8. Your accountant will be sent an email with a link to sign into your QBO company.
  9. Your accountant will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.
  10. Until your accountant signs in, their status will remain as Invited< on the Manage Users page. After accepting the invitation, their status changes to Active.
  11. Click Next
  12. Click Finish.

What does this mean to you?

  1. If you invite your accountant and they already have a QuickBooks Online for Accountants (QBOA) subscription, they'll get a link to access your QBO company.
  2. If you invite your accountant and they don't have a QBOA subscription, they'll have a chance to sign up when you send them this invitation. Signing up is free and allows them access to your QBO company at no cost to you.
  3. Your accountant will have access to all of the features available in your version of QBO.
  4. You can invite up to two accountants.
  5. Accountant users have additional privileges that allow them to undo entire reconciliations, reclassify transactions and write off invoices.

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