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rebeccakchong
Level 1

Can I change the input of the transactions? Should client have to save the accountant copy for me to review?

 
1 Comment 1
JamesM
QuickBooks Team

Can I change the input of the transactions? Should client have to save the accountant copy for me to review?

Hi rebeccakchong,

 

Welcome to the QuickBooks Community. I'd be glad to answer your questions. 

 

If you're using QuickBooks Online, there won't be a need for your client to create an accountant's copy.  Unlike Desktop, QuickBooks Online gives you the ability to add your accountant as an "Accountant User". This allows your accountant to go in and do the tasks they need to anytime. 

 

To add or invite an accountant user:

  1. Select the Gear icon on the Toolbar, then Manage Users.
  2. Select the Accountants tab.
  3. Invite your accountant.
  • If this is your first time adding an accountant, enter your accountant's email and select Invite.
  • If you've added an accountant already, select Invite accountant. Then enter the accountant's name and email address. Select Save.

Your accountant will receive an email invitation with instructions for signing into your company. Give this a try and let me know how you make out. I'll be here in case you need further assistance. :)

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