How do I add my accountant

Thanks for dropping by the Community space, Jay. I'm happy to help you add an accountant user to your company file in QuickBooks Online (QBO).

To add and let an accountant access and manage your company file, we'll have to invite the accountant as a user in your QBO company. Let's follow these steps to proceed:

1. Sign in to your QBO account as a primary user.
2. Go to the Gear icon and select Manage users.
   
3. Navigate to the Accountants tab.
4. Enter your accountant's email on the designated field and click Invite.
   

Following these, your accountant will receive an invitation link through email. Once the accountant accepts the invitation, their Status from the Accountants list will switch from Invited to Active. For more information, please refer to this article: Add accountant users in QuickBooks Online.

You may also add your team members as users in your QBO company. This way, they can lend a hand with your daily operations in the system. You'll also be able to organize their accessibility depending on their role within your business.

Don't hesitate to add another post or reply on this thread if you have more questions about adding your accountant or managing your QBO company and transactions. Our doors are always open to assist you accordingly.