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ghufran-qadri
Level 1

Hi, I have recently purchased QBO, I am unable to invite my accountant as I see no option of this sort in my account, please help

 
1 Comment
Michael K
Moderator

Hi, I have recently purchased QBO, I am unable to invite my accountant as I see no option of this sort in my account, please help

Thanks for reaching out, @ghufran-qadri.

 

Happy to help out. We recently changed the invite process, but inviting your accountant is super easy and only takes a couple clicks. Check it out:

 

  1. Sign in to QuickBooks Online (QBO).
  2. Go to the Settings ⚙️ icon then Manage Users.
  3. Click Add User.
  4. Choose Company admin, then tick the This user is my accountant checkbox. Note: This step doesn't apply to Simple Start subscriptions.
  5. Hit Next and enter the accountant's name and email address. Save.
  6. Your accountant will be sent an email with a link to sign into your QBO company.
  7. Your accountant will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.
  8. Until your accountant signs in, their status will remain as Invited< on the Manage Users page. After accepting the invitation, their status changes to Active.
  9. Hit Next, then Finish.

 

That's it! You can find out more about managing users in QuickBooks Online here: Add, delete, or change user access

 

Let me know if you have any other questions. I'm here to ensure your continued success. Have a good one!

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