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mojiojomd
Level 1

Accountants copy of my quickbooks online

 
1 Comment 1
JasroV
QuickBooks Team

Accountants copy of my quickbooks online

Hi, @mojiojomd.

 

You'll want to add your accountant to your QuickBooks Online (QBO) account. This way, they can access your QBO without dealing with the file transfer. Let me guide you how.

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Go to the Accounting firms tab.
  4. Enter your accountant email and click Invite.
  5. Complete the needed information and click Save.

Here's an article you can read for more details: Invite or remove an accountant.

 

I also got you this article that you can check in case you'll want to add and manage your users in QBO:  Add, delete, or change user access.

 

Get back to us anytime you have other concerns or questions, the Community is always around to help. Have a great day and take care!

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