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jrzampino98
Level 1

Trying to invite my accountant

 
2 Comments 2
Fiat Lux - ASIA
Level 15

Trying to invite my accountant

Any specific concern?

https:// quickbooks.intuit.com/learn-support/en-us/accounting-topics/invite-or-remove-an-accountant/00/186006

 

Adrian_A
Moderator

Trying to invite my accountant

Hi jrzampino98,

 

I'll take it as you want to send an invitation to your accountant.

 

Rest assured, I've got the steps on how to do this in QuickBooks.

 

  1. From the Gear icon, select Manage Users.
  2. Go to the Accounting firms tab.
  3. Enter your accountant's email address.
  4. Click Invite.

 

Afterwards, they will receive an email with a link for signing in to your company. From there, they'll have to create a user ID, unless they already have an Intuit account.

 

Once they accepted the invitation, they can undo entire reconciliations, reclassify transactions, and write off invoices.

 

I'll be around if ever you have additional questions about what an accountant can do with your QuickBooks account. I'll be glad to lend a hand!

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