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Everything you need to know about banking in QuickBooks Online - Discover more
7fortuna
Level 1

How do I add my accountant

 
1 REPLY 1
Jen_D
Moderator

How do I add my accountant

Thanks for posting here in the community for QuickBooks, @7fortuna,

 

I can share some steps and insights on how to add your accountant in QuickBooks. You can give them access by inviting them as an accountant user. The steps are as follows:

 

  1. Sign in to QuickBooks Online as a master admin.
  2. Go to Settings ⚙ and select Manage users.
  3. Tap the Accounting firms tab.
  4. Add the email and press Invite.
  5. Enter your accountant's info and select Save.

Once done, QuickBooks emails an invite to your accountant. The email has steps on how to connect your accounts. 

 

See these links to learn more about this:

If you have anymore questions, please post them below. I'll be more than glad to assist you anytime. Have a nice day!

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