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Add accountant users in QuickBooks Online

by Intuit Updated 3 days ago

Learn how to add your accountant in QuickBooks Online.

With access to your company, your accountant can review your books, make corrections, and collaborate on any issues. Accountant users have additional privileges that let them undo entire reconciliations, reclassify transactions, and write off invoices. They can also use accountant-specific tools to help you prepare for taxes. 

Note: Regular accountant users don't count toward your usage limit. They’ll count if you make them your company’s primary admin. If you need to manage regular users, here’s how to add and manage them in QuickBooks Online.

QuickBooks Online allows you to invite different users through the Manage users page. If you'd like to give your accountant access to your company, see the steps below.

Invite your accountant

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings and select Manage users.
  3. Select Accountants tab.
  4. If you are inviting an accountant for the first time, enter the accountant's email address, then select Invite. Follow the prompt to verify your account.
  5. If you are adding a second accountant, select Invite then enter their name and email address, then select Save.

Find out what happens when you invite your accountant

  • Your accountant will receive an email about the invitation. You’ll know they accepted your request when the status on the Manage users page changes from Invited to Active.
  • Your accountant will get a link to access your QuickBooks Online company if they already have QuickBooks Online Accountant. If they don’t, they need to sign up. Signing up is free and lets them access all of the features available in your version of QuickBooks Online at no cost to you.

Accountants can't remove other accountants or themselves from the Manage users page. If you no longer want an accountant to access your books, here's how to remove them.

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings and select Manage users.
  3. Select the Accountants tab.
  4. Find the accountant you want to remove.
  5. From the Action column, select Delete.
  6. Select Delete to confirm.
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