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Maz4
Level 1

Accountant

How do I invite my accountant into my Quickbooks file?

1 Comment 1
IntuitSheila
Level 8

Accountant

Welcome to the Community, Maz4!

 

You can invite your accountant into your QuickBooks Online account through the Manage Users section. Let me show you how.

 

  1. Click on the Settings Icon at the top right.
  2. Click on Manage Users.
  3. Click on the Accounting firms tab.
  4. Click on Invite.
  5. Enter your accountants information.
  6. Click on Save.

 

Your accountant will receive an email notification asking her to completely accept the invitation as an accountant. Once completed she should be able to access your QuickBooks Online file as an accountant user.

 

To learn more about how to add an accountant in QuickBooks Online, you can refer to this article Add an accountant to review your accounting in QuickBooks Online.

 

You can always drop a comment below if you need more help with QuickBooks Online. I'll be here to help you. Have a nice day!