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Intuit
675 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: Only admins and accountant users can invite or remove accountant users. 

 

Invite an accountant

  1. Go to Settings ⚙ and select Manage users.
  2. Select Accounting firms.
  3. Select Invite.
  4. Complete the required fields and select Save.

Keep in mind:

  • You can invite up to 2 accountants in Simple Start, Essentials, and Plus plans. In QuickBooks Advanced, 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.

Add an accountant as a user

  1. Go to Settings ⚙, then select Manage users.
  2. Select Add user.
  3. Select Company admin, then This user is my accountant.
  4. Select Next.
  5. Enter your accountant’s name and email, then Save.

Note: You can have only one accountant user. The user doesn’t count toward your user limit.

Your accountant will get an email with instructions to access your company.

Remove an accountant

  1. Go to Settings ⚙ and select Manage users.
  2. Select Accounting firms, and find the accountant you want to remove.
  3. From the Action column, select Delete.
  4. Select Delete to confirm.

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