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pgadel
Level 1

how do i allow my acccountant to view my quick books?

how do I allow my accountant to view my quickbooks?

1 Comment 1
JamesDuanT
Moderator

how do i allow my acccountant to view my quick books?

You can easily invite your accountant to your QuickBooks Online, pgadel.

Here are the steps:

  1. Click the Gear icon in the upper-right corner and select Manage Users.
  2. Go to the Accounting firms tab.
  3. Enter the email address of your accountant and click Invite.

Your accountant will receive an email invitation. They're required to create an Intuit account and use it when signing in to QBOA. If they have an existing Intuit account, they can use it, too.
Note: You can invite up to 2 accountants.

 

You can also use this link for reference: Invite or remove an accountant.

 

Keep us posted if you have additional queries about it. Have a great day!