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kpcbookkeeping
Level 1

Adding an accountant to ProAdvisor account

I have a QBO ProAdvisor account for my bookkeeping practice, but I would like to add my accountant so he can access my books and reports come tax time. I know how a client would add ME to their regular (non-accountant) QBO account, but can add an accountant to my ProAdvisor account? I see I can add a user but I don't know if that's the same thing.

2 Comments 2
Tori B
QuickBooks Team

Adding an accountant to ProAdvisor account

Good afternoon, @kpcbookkeeping

 

Thanks for taking the time to reach out to the QuickBooks Community for support. I'm happy to assist with adding your accountant to your books. 

 

As for now, the ability to add your accountant as your clients add you isn't available. However, I do have a workaround that can give your accountant the same level of access to the company. In this workaround, you can add your accountant as a Team member and grant them admin access. 

 

Here's how to add them:

 

  1. Sign in to QuickBooks Online Accountant as an admin or a user with full access permissions. 
  2. Go to the Team menu.
  3. Hit Add user.
  4. Enter your team member's info. Then tap Next.
  5. In the Access dropdown, select an access level. Then click on Next.
  6. Choose the clients you want your team member to have admin permissions for.
  7. When you're done, select Save.

 

To change access: 

 

  1. Sign in to QuickBooks Online Accountant as an admin or a user with full access permissions.
  2. Go to the Team menu.
  3. Find the team member and click on Edit in the Action column.
  4. Select the Firm Administration and Books tab.
  5. In the Access dropdown, select an access level. You can also choose specific permissions from the dropdowns in the Access column. 
  6. When you’re done, tap Save.

 

Firm admins decide what their team can see and do in QuickBooks. This includes access to firm info and admin tasks. For additional information about this process, check out Change your team's admin access

 

Please let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

kpcbookkeeping
Level 1

Adding an accountant to ProAdvisor account

Thank you, that worked!

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