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plavoie-lrp
Level 1

How do I change accountant information? Want to send (email) to a new accountant.

 
1 Comment 1
JenoP
QuickBooks Team

How do I change accountant information? Want to send (email) to a new accountant.

Good day, plavoie-lrp.

 

I'll help you change your accountant's information in your account. Here's how:

 

  1. Go to the Gear icon and select Manage Users.
  2. Proceed to the Accounting Firms tab.
  3. Click Invite in the right-hand side.
  4. Enter the new accountant's name and email address.
  5. Click Save.

The system will then automatically send an invite to the new accountant. You can also click the Delete button beside the old accountant's name just in case you want to remove it.

 

Here's an article about managing accountant's in QBO: Managing accountant users in QuickBooks Online.

 

Please don't hesitate to visit us again if you need anything else. 

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