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YYW
Level 1

I am trying to add an accountant. I only se a add user tab on the user page not on the accountant page. Please advise.

how can i add an accountant?
1 Comment 1
Ethel_A
QuickBooks Team

I am trying to add an accountant. I only se a add user tab on the user page not on the accountant page. Please advise.

You can add your accountant to the Manage Users page in QuickBooks Online, @YYW.

 

To add your second accountant, you'll first need to invite them to your account. They'll then receive an email with the invitation.

 

Here's how:

 

  1. Log in to your QuickBooks Online account as a primary admin.
  2. Click the Gear icon, then select Manage users.
  3. Select the Accountants or Accounting firms tab.
  4. Enter your accountant’s email address, then hit Invite.

 

After your accountant accepts the invitation, their status on the Manage Users page will update from Invited to Active.

 

If the person you want to give access to your QuickBooks Online company already has QuickBooks Online Accountant, they will be provided with a link to access it. However, if they don't have an account, they will have to sign up for a free account to access all the features that are available in your version of QuickBooks Online.

 

Here are some resources you can check to learn more about managing users in QuickBooks Online:

 

 

Feel free to click the Reply button below if you have questions about adding users or accountants to your QuickBooks Online account. I'm always here to help. Have a great day.

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