Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How to add new accountant to my quick book?

to give them access to my quickbook
1 Comment
QuickBooks Team

How to add new accountant to my quick book?

I'm here to walk you through the process of inviting your accountant, nancy79.

 

Here's how:

  1. Sign in to QuickBooks Online as a master admin.
  2. Go to the Gear icon and then select Manage users.
  3. Choose the Accounting firms tab.
  4. Enter your accountant's email and then select Invite.
  5. To add a new one, click on Invite.
  6. Enter your accountant's info, then select Save.

 

Once done, QuickBooks sends an email invite to your accountant. The email has steps on how to connect your accounts. If your accountant doesn't have QuickBooks Online Accountant, there's also a link for them to sign up.

 

For more information about the different user types and levels of access in QuickBooks Online, I suggest browsing this article: User Types and Permissions.

 

In case you don't want your accountant to access your books anymore, you can remove them. I'll guide you how:

  1. From the Gear icon, select Manage users.
  2. Select the Accounting firms tab.
  3. Find the accountant you want to remove.
  4. Click the small arrow drop-down arrow under the Action column and then choose Delete.
  5. Select Delete to confirm.

 

I'll be around if you need anything else. Feel free to click the Reply button. This way, I'll be able to assist you immediately.

Need to get in touch?

Contact us