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How to allow my accountant access to complete my year end accounts

 
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QuickBooks Team

How to allow my accountant access to complete my year end accounts

Hello there, scochrane01.

 

You can invite your accountant to access your company and help you complete your year-end account. Let me walk you through with the steps.

  1. Click the Gear icon, then select Manage Users.
  2. Click Add User.
  3. Select Company admin.
  4. Check This user is my accountant. Click Next. (This step doesn't apply to Simple Start subscriptions.)
  5. Enter the accountant's name and email address. Click Save.
  6. Your accountant will receive an email with a link to sign in to your QBO company.
  7. Your accountant will be asked to create a user ID before signing for the first time unless they already have an account with Intuit Business Services.
  8. Until your accountant signs in, their status will remain as Invited on the Manage Users page. After accepting the invitation, their status changes to Active.
  9. Click Next and Finish.

I have these articles for your reference if you have any other questions about QuickBooks Online (QBO): Help Articles For QBO.

 

Please touch base with us if you need further assistance. We're always around to help.