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just_20
Level 2

Invite accountant for free

Hi,

 

Can I invite my accountant for free?  What I mean, if she can accept my invitation without paying anything.

Solved
Best answer January 11, 2020

Best Answers
AileneA
QuickBooks Team

Invite accountant for free

Thank you for reaching out to the Community, @just_20. I'm here to lend a hand to invite an accountant.

 

In QuickBooks Online, inviting an accountant is free. Though, QuickBooks Simple Start, Essentials, and Plus, are all able to invite two Accountant users. However, Advanced can request three. 

 

I've attached an article for detailed and steps:

 

Once done, inviting an accountant, your accountant will have admin access to your company data.   

 

Please feel free to let me know how it goes or if I can be of further assistance. Have a great weekend!

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3 Comments 3
AileneA
QuickBooks Team

Invite accountant for free

Thank you for reaching out to the Community, @just_20. I'm here to lend a hand to invite an accountant.

 

In QuickBooks Online, inviting an accountant is free. Though, QuickBooks Simple Start, Essentials, and Plus, are all able to invite two Accountant users. However, Advanced can request three. 

 

I've attached an article for detailed and steps:

 

Once done, inviting an accountant, your accountant will have admin access to your company data.   

 

Please feel free to let me know how it goes or if I can be of further assistance. Have a great weekend!

liyangliu0809
Level 1

Invite accountant for free

Hello

 

I just added my accountant [email address removed] and my accountant can not have access into my Quickbook. Please advise

 

 

Liyang 

[Removed by moderator]

Tori B
QuickBooks Team

Invite accountant for free

Good evening, @liyangliu0809.

 

Thanks for following the thread. I hope you're enjoying the day so far. 

 

To clarify, has your accountant accepted the invite yet? In order for your accountant to gain access to your account, they'll need to check their email you have listed for them and accept the invitation from QuickBooks. However, if they don't see the invite, you may need to send another. I've covered the steps to send an invite below. 

 

  1. Sign in to QuickBooks Online as a master admin.
  2. Go to the Gear Icon and choose Manage users.
  3. Hit the Accounting firms tab.
  4. Click Invite.
  5. Enter your accountant's info and select Save.

I would also advise them to check in their spam or junk folder in case the invite went in that folder by mistake. 

 

Please let me know if you have further questions or concerns. I'll be around to lend a helping hand. Take care and feel free to reach out to the Community at any time! 

 

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