cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit

Invite an accountant to review your accounting in QuickBooks Online

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

Your accountant can be your best work partner. You can give your accountant access to your QuickBooks Online company file and accounting info. This lets them review your books, make corrections, and fix any tricky transactions. It also makes it easier to collaborate, especially during tax season.

This gives your accountant access to all of your accounting info and the features available to you. Plus, they also have accountant-specific tools to help them do their reviews.

Note: Only admins and accountant users can invite or remove accountants.

Invite an accountant

  1. Go to Settings ⚙and select Manage users.
  2. Select the Accounting firms tab.
  3. Select Invite.
  4. Enter your accountant's info and select Save.

This emails an invite link to your accountant with steps for how to connect to you from QuickBooks Online Accountant. If your accountant doesn't have QuickBooks Online Accountant, there's a link in the invite for how to sign up.

You can invite up to two accountants in QuickBooks Simple Start, Essentials, and Plus. In QuickBooks Advanced, you can invite up to three accountants.

Note: Regular accountant users don't count toward your user limit. However, if you also make your accountant your company’s master admin, they will count.

Remove an accountant

If you don't want your accountant to have access anymore, you can remove them.

  1. Go to Settings ⚙ and select Manage users.
  2. Select the Accounting firms tab.
  3. Find the accountant you want to remove.
  4. Select the small arrow dropdown ▼ in the Action column and then Delete.
  5. Select Delete to confirm.

Was this helpful?

You must sign in to vote, reply, or post

Need to get in touch?

Contact us