That’s very easy, @latchkeyhomebuye.
You can follow the steps below to send an invitation to your accountant.
- Go to the Gear icon and click Manage Users.
- Hit Add User and choose Company admin.
- Check the box that says This user is my accountant.
- Click Next.
- Enter the accountant's name and email address, then Save.
- Click Next, then select Finish.
You can also send invites to your accountant through Accounting firms. Here’s how:
- From the Gear icon choose Manage Users.
- Click Accounting Firms.
- Enter the Accountant’s email and select Invite.
For additional information about the steps and its limit, please see these articles:
In case you need an information to organize your QuickBooks account, feel free to visit this link: Help articles.
Reach back to us if you have other questions about QuickBooks. Take care.