Will it be safe to share access to my QuickBooks account to a bookkeeper. A bank account is linked so could they pull money out? SCARY!!!

Exactly how do you think the simple upload of data of past transactions from your bank would let them into your bank? You, yourself, cannot from within Quickbooks remove your own money from your bank, other than by cutting a check unless you are using a digital bill pay option and the bookkeeper creates a fake vendor to pay.

But if you do not want your bookkeeper to pay your bills then what exactly do you need a bookkeeper for?

And you never share access, that is actually a violation of the EULA, instead you add them as a user.

Thank you! I have been in business for just over a year and planned to use QB to stay organized... Instead, I found it pretty complex and time-consuming and have used it for invoicing only. I need help getting pathways and all my finances organized. I got a referral for a bookkeeping company and I am excited to get the extra support that I need to better understand my profits and future financial health. As I was getting ready to add them as an user  I realized that I didn't know enough about how QB works and if by sharing my QB  with them I could fall into a scam and lose the funds in my account.

Hi there, @s-anderson.

We understand how crucial your personal information to you as much as we value its security. On that note, we protect your data with multiple layers of security so you can bank online with confidence. The connection  is always "read-only" status. This way, no one can use any of your information in our product to move any money.

In addition, we don’t sell, rent, or share your information with third parties for their promotional use, etc. You may visit this site for more information: Secure Online Banking in QBO.

On the other hand, I'm glad to inform you that QuickBooks offers Live Bookkeeping services in which it gives you live, one-on-one support from a QuickBooks-certified bookkeeper experts who understand your business. This way, you'll have the confidence in running your business.

Your bookkeeper can:

•  Expertly set up QuickBooks for you if you haven’t gotten that far yet.
• Categorize your transactions, reconcile your accounts, and close your books every month.
• Fix incorrectly-posted transactions so your books are correct.
• Walk you through monthly reports so you know how well your business is doing.

Also, here is the needed information to bear in mind when you wish to sign up. This way, you'll be able to reach or talk to an expert every time you need help.

Furthermore, you can visit this site to get you in the loop about QuickBooks LiveBookkeeping updates and learn more about QuickBooks Online overview.

You may also try checking out this handy help article in case you have other QuickBooks concerns, such as managing banking and bank feeds, setting up payments, running reports, etc. to keep your business running smoothly.

Get back here in the Community if you need more help. Have a great day and keep safe always!

@s-anderson 

You should consider using a 3rd party payment service to minimize your risk. You may setup of multiple users and approval workflows.

https:// melio.grsm.io/quickbooks

Absolutely do not give your QB access to QB Live Bookkeeping.  They will relentlessly fail to perform and will also close books late or do weird things by disconnecting certain accesses ... like chat with your Bookkeeper. They will blame it on "evolving" and will elevate to supervisors for weeks and weeks with no call backs.  Yet, the whole time, they have access to your books and can change anything on the fly.  In fact, you can ask for the Terms of Service Agreement - Accurate Books Guarantee and they will pretend they are unilaterally in charge of allowing it, or not even know what it is.  Stay very clear of giving them access.

Just started using QB online and I have zero accounting background. I have the same fears, can the bookkeeper or accountant steal money? Do we set them up as user or accountant? Can we set permissions on what the accountant or user can do?

Thanks for joining this thread, BCP2251.
 

Accountant users have access to tools and features that they can use to benefit your business. If added as a user, they'll have access to the company file and accounting information. This enables them to review your books, make corrections, and fix transactions. It can also make it easier to collaborate with them during tax season. There's no permissions that can be set/modified for accountant users.

Here's a list of some of the tools accountant users have access to:

• Prep for taxes - This enables accountants to review their client's accounts and make adjusting journal entries at the end of a year.
• Reclassify transactions - Accountant users will be able to edit or move multiple transactions.
• ProConnect Tax Online - Accountants can start new tax returns for their clients.
• Write off invoices - Cancel and zero-out bad invoices that won't be paid.
• Undo reconciliations - Reset a reconciliation.
• Reporting tools - Set default date ranges and filters for financial reports.
• Management reports - Create personalized and professionally-branded report packs.

You can learn more about ProAdvisor benefits by checking out our Learn about ProAdvisor benefits, tiers, & points article.

I've also included a couple detailed resources about working with accountant users which may come in handy moving forward:

• Managing accountant users
• Invite an accountant to review your accounting

I'll be here to help if there's any questions. Have an awesome Friday!