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How do I send my accountant an invitation to be able to view and update my QuickBooks?

 
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QuickBooks Team

How do I send my accountant an invitation to be able to view and update my QuickBooks?

That’s very easy, @latchkeyhomebuye.

 

You can follow the steps below to send an invitation to your accountant.

 

  1. Go to the Gear icon and click Manage Users.
  2. Hit Add User and choose Company admin.
  3. Check the box that says This user is my accountant.
  4. Click Next.
  5. Enter the accountant's name and email address, then Save.
  6. Click Next, then select Finish.

You can also send invites to your accountant through Accounting firms. Here’s how:

 

  1. From the Gear icon choose Manage Users.
  2. Click Accounting Firms.
  3. Enter the Accountant’s email and select Invite.

For additional information about the steps and its limit, please see these articles:

In case you need an information to organize your QuickBooks account, feel free to visit this link: Help articles.

 

Reach back to us if you have other questions about QuickBooks. Take care.

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