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Level 1

My accountant needs a new invite how do I do that?

 
2 Comments
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Level 10

My accountant needs a new invite how do I do that?

@info807 

 

"My accountant needs a new invite how do I do that?"

 

As a Master Admin, you can invite up to two Accountants in QBO.

(From the Gear icon on top > Your Company > Manage Users > Accounting Firms tab > Select Invite button).

 

You can also delete existing Accounting firm access from the same place.

 

Hope this helps!

 

delete-accountant.PNG

 

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Moderator

My accountant needs a new invite how do I do that?

Welcome to the Community, @info807.

 

In addition to the steps provided by our Community Backer, you can also follow these steps:

 

  1. Go to the Gear Icon ⚙ and select Manage Users.
  2. Locate the accountant that you need to invite.
  3. Select Resend invite in the Action column.

If your accountant received and accepted the invitation, the option to resend won't be visible. You can learn more about this process through this article: What to do if invited users did not receive your email invitation.

 

Know that I'm always here if you have other questions. Just tap the Reply button below and I'll be here to help. Wishing you the best!

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