Invite accountant users

You can invite an accountant to your QuickBooks Online company to help with bookkeeping, tax preparation, and troubleshooting. Accountant users have access to specific accountant tools to review your books and make corrections. Inviting an accountant via this method does not count toward your subscription's user limit.

Tip: If you need to add more than 2 accountant firms for your company, consider upgrading to QuickBooks Online Advanced.

Get personalized help adding and managing users with QuickBooks Live.

Prerequisites

You must be a primary admin or company admin to invite users.

Invite your accountant

For a better experience, open this article in QuickBooks Online. Open side-by-side view .

Follow these steps to send an invitation to your accountant or accounting firm:

1. Sign in to your QuickBooks Online account.
2. Go to Settings ⚙ then select Manage users.
3. Select the Accountants or Accounting Firms tab.
4. Select Invite firm.
5. Enter your accountant's email address or their firm's user ID.
6. Select Send the invitation.

Next steps

Once you have sent the invitation, the following actions occur:

• Email Notification: Your accountant receives an email with a link to access your company.
• Acceptance:
  • If they have QuickBooks Online Accountant, they can sign in and accept immediately.
  • If they do not have it, the email includes a link to sign up before they can accept it.
• Status Change: On your Manage users page, their status will change from "Invited" to "Active" once they accept.

Related links

• Learn about usage limits
• Add and manage users
• Use accountant tools and features
• Change the primary admin role
• Remove an accountant user