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Level 2

How do I create an accountant copy from the dashboard?

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How do I create an accountant copy from the dashboard?



You don't.  Unlike desktop QB, QuickBooks Online gives you the ability to add your accountant as what is called an "Accountant User".  This allows your accountant to go in and do the tasks they need to anytime without having to come to your place of business and without dealing with file transfers and "Accountant Copies". 


To add or invite an accountant user:

  1. Select the Gear icon on the Toolbar, then Manage Users.

  2. Select the Accountants tab.

  3. Invite your accountant.
    • If this is your first time adding an accountant, enter your accountant's email and select Invite.
    • If you've added an accountant already, select Invite accountant. Then enter the accountant's name and email address. Select Save.

Your accountant will receive an email invitation with instructions for signing into your company.

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