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ybentov
Level 1

Can I connect both my bookkeeper and accountant?

 
1 Comment 1
AddieC
QuickBooks Team

Can I connect both my bookkeeper and accountant?

Hello, 

 

Giving your bookkeeper and accountant access to your QuickBooks Online account will be really helpful. They'll help you keep your books in order. 

 

You can absolutely add both users. There's two ways you can do this. 

 

Option 1: Add the accountant through the "My Accountant" tab

  • Click the My Accountant tab on the left navigation menu
  • Enter your accountant's email address
  • Select Invite

Note: Refer to this article titled "How to manage an accountant user in QuickBooks Online" - https://intuit.me/2OvLkaJ

 

Option 2: Add a bookkeeper using the "Manage Users" tool

  • Click the Gear icon 
  • Select Manage Users
  • Click Add user
  • Follow the steps to customize the user access as outlined in this article: https://intuit.me/2V0J9i1

 

That's all there is to it! If you have any other questions, please don't hesitate to reach back out. 

Cheers!

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