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Best answer November 13, 2020
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Hi there, @performance-pain.
Sending invites to your accountant is just a few clicks in QuickBooks Online. I'm happy to walk you through the steps, so your accountant can log in to your account and help you in managing your business. Please make sure to sign in as a master admin to add successfully.
Here's how:
- Go to the Gear icon located on the upper right side.
- Select Manage Users under Your Company.
- Choose Accounting firms, then enter the accountant's email address.
- Tap Invite.
For more information, check out this article: Invite an accountant to review your accounting in QuickBooks Online.
After that, let your accountant accept the invitation. They can also create a QuickBooks Online Accountant Account (QBOA) if they don't have yet. This way, they can regularly manage their clients, create a workflow that fits the style, and work anywhere on any device. Nothing worries, the QBOA account is a free feature. Simply click the link provided on the email to sign up.
Let your accountant visit this article to know more about the features, manage billings, and other topics: Use accountant tools and features in QuickBooks Online Accountant.
Please browse through these articles below. To know how many accountants can be added to your subscription and managing accounts in QBO.
Feel free to reach out to me again, if you have other questions. I'm always here ready to help. take care always.
Hi there, @performance-pain.
Sending invites to your accountant is just a few clicks in QuickBooks Online. I'm happy to walk you through the steps, so your accountant can log in to your account and help you in managing your business. Please make sure to sign in as a master admin to add successfully.
Here's how:
- Go to the Gear icon located on the upper right side.
- Select Manage Users under Your Company.
- Choose Accounting firms, then enter the accountant's email address.
- Tap Invite.
For more information, check out this article: Invite an accountant to review your accounting in QuickBooks Online.
After that, let your accountant accept the invitation. They can also create a QuickBooks Online Accountant Account (QBOA) if they don't have yet. This way, they can regularly manage their clients, create a workflow that fits the style, and work anywhere on any device. Nothing worries, the QBOA account is a free feature. Simply click the link provided on the email to sign up.
Let your accountant visit this article to know more about the features, manage billings, and other topics: Use accountant tools and features in QuickBooks Online Accountant.
Please browse through these articles below. To know how many accountants can be added to your subscription and managing accounts in QBO.
Feel free to reach out to me again, if you have other questions. I'm always here ready to help. take care always.
