How do I invite a new client to use Quickbooks? I've set them up in My Accountant. Do I add them as a user? Or send them a 'work' request? new to QB!
Hello mary40,
To invite an accountant, go to the 'My Accountant' tab and enter the email address to send an email invitation, or go to the Cog Wheel > Manage users > Select the accountant tab at the top
To add a regular user, go to the Cog Wheel > Manage Users > Add user and select the user-type you wish to add.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
