Thanks for swinging by the Community, 77frua. Let me share the detailed steps to add your accountant in QuickBooks Online (QBO).
QBO allows you to add users who help with your bookkeeping. To give an accountant access to review your company, you can invite them as a firm user. To do that:
- Go to the Gear icon and select Manage Users.
- Select the Accounting Firms tab.
- Enter your accountant's email and click Invite.
Your accountant will receive an email with a link to sign in to your QBO company. They'll be prompted to create a user ID before signing in the first time unless they already have an Intuit account.
If you can't invite your accountant, contact our QBO support. They have access to a screen-sharing tool to assist you further in adding your accountant as a user.
Furthermore, your accountant has special tools to manage your books, prepare taxes, reclassify transactions, unreconcile accounts, and resolve issues.
Feel free to reach out if you need more help managing your accountant. We're here anytime. Stay safe!
