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sarah72
Level 1

How can I add a user (my bookeeper) to my account? Can I set up another login?

 
1 Comment 1
MaryLurleenM
Moderator

How can I add a user (my bookeeper) to my account? Can I set up another login?

Your accountant is provided with access to your data through QuickBooks Online Accountant, sarah72.

 

Here's how you can send an invite:

  1. Click the Gear icon.
  2. Under About You, select Accountant.
  3. In the Invite your accountant field, enter the accountant's email address.
  4. Select Send invite.
  5. Click Done.

An invitation will be sent to your accountant's email. Your accountant needs to accept the invitation for them to have access through QuickBooks Online Accountant.

 

Let me know if you have other questions. I'll be here to assist you.

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