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carole-nicholl65
Level 1

How can I allow my accountant access

I would like to allow my accountant access. How can I add their details etc to enable them to login

1 REPLY 1
JorgetteG
QuickBooks Team

How can I allow my accountant access

Thank you for reaching out with your query, Carole. It's great that you are interested in involving your accountant in managing your QuickBooks account. I'm here to guide you through the process of granting them access.

 

To add your accountant to your QuickBooks Online account, please follow these steps:

 

  1. Log in to your QuickBooks Online account.
  2. Navigate to the Gear icon at the top right of the page and click on Manage Users.
  3. In the Accountants section, click on Invite Accountant.
  4. Enter your accountant's name and email address in the provided fields.
  5. Click on Save to send an invitation to your accountant's email address.

 

Once your accountant accepts the invitation, they will have access to your QuickBooks Online account and can start collaborating with you.

 

For more details, refer to the following article: Add accountant users in QuickBooks Online.

 

Additionally, you can visit this guide to learn about the different options for user roles and access permissions in QuickBooks: User roles and access rights

 

Thank you for choosing QuickBooks. We appreciate your trust in us to support your business needs. We're here to ensure your experience with QuickBooks is as smooth and efficient as possible.

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