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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 I 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.
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:
To change access:
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!
Thank you, that worked!
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