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skyfisher
Level 1

How do I send my cpa an invite

 
3 Comments 3
MaulikH
QuickBooks Team

How do I send my cpa an invite

Hi, Skyfisher.


Glad to have you here in the QuickBooks Community. I can help with adding your CPA as a user in QuickBooks Online. Just follow these steps:

 

  1.     Sign in to your QuickBooks Online company.
  2.     Click on the Gear Icon > Manage Users.
  3.     Go to the Accountants section and click Invite Accountant.
  4.     Enter your accountant's email address and first/last name (optional). They will receive an email with a link for signing in to your company.
  5.     They will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.
  6.     Until your accountant signs in, their status on the Manage Users page is "Invited." After accepting the invitation, their status changes to "Active."
  7.     Click Next and Finish.

 I'm here as well to help with any questions you may have. Just reply below.

AIHMM
Level 1

How do I send my cpa an invite

Hello MaulikH,

 

We have a little or complicated issues with Intuit Full Service Payroll.  Our Quickbooks accounting and Intuit Payroll were totally separated and when we invited our CPA to view our account, he can only view the Quickbooks accounting.  He can't view the Intuit Payroll at all.  Please help!  

Thank you,

Laura

Ryan_M
Moderator

How do I send my cpa an invite

Hi @AIHMM,

 

I appreciate the details you've included in your post. I'll be pointing you in the right direction for support with your query.

 

For your situation, the QuickBooks Online (QBO) company is separate from your payroll service. This is the reason why your accountant was unable to view your payroll service. 

 

To resolve this issue, I suggest you contact our Technical Support team for assistance. They can pull up your account within a secure environment, and provide a resolution for your separated QBO company and payroll service. 

 

See this article for the steps: QuickBooks Online Support. Please take note of their operating hours as well, so you know when they're available. 

 

Feel free to get back to me in the comments below if you have other questions about your QBO company. I'll be sure to get back to you. 

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