Learn how to add your accountant to QuickBooks Online.
With access to your company, your accountant can review your books, make corrections, and collaborate on any issues.
We also provide accountant-specific tools to help you prepare for taxes.
Invite an accountant
- Sign in to QuickBooks Online as a primary admin.
- Go to Settings ⚙ and select Manage users.
- Select the Accounting firms tab.
- Select Invite.
- Enter your accountant's info and select Save.
Your accountant receives an email with steps for how to connect. If they don’t have QuickBooks Online Accountant, there's a link on how to sign up. Accountant users have privileges to undo reconciliations, reclassify transactions, and write off invoices.
Invite up to two accountants in QuickBooks Simple Start, Essentials, and Plus, and up to three in QuickBooks Advanced.