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369 helpful votes

Invite or remove an accountant

Learn how to add or remove your accountant as a user in QuickBooks Online.

Your accountant can be your best work partner. Give your accountant access to QuickBooks so it’s easy for you to work together. We’ll show you how.

Note: You need to be an admin or another accountant user to invite or remove accountants.

Add or invite an accountant

  1. Go to Settings ⚙, then select Manage users.
  2. Select the Accounting firms tab.
  3. Invite your accountant:
    • If this is your first time inviting an accountant, enter your accountant's email, then select Invite.
    • If you there's an existing Accountant user, select Invite at the top right to add a new one.

Your accountant will receive an email invitation, with instructions on how to sign up to your company. Once your accountant accepts the invite, the status on the "Manage Users" screen changes from Invited to Active.

Your accountant and members of their firm can log in to your QuickBooks with admin access.

Keep in mind:

  • You can invite up to 2 accountants in Simple Start, Essentials, and Plus plans. In Advanced plan, you can invite up to 3.
  • An accountant user doesn’t count toward your user limit, unless the accountant is also the company’s master admin.

Remove an accountant

Note: Your accountant can also delete other accountant users, as long as they’re from the same firm.

  1. Go to Settings ⚙, then select Manage users.
  2. Select the Accounting firms tab, then find the accountant you want to remove.
  3. From the Action▼drop-down, select Delete.
  4. Select Delete to confirm.

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