How to invite QuickBooks Live to access your QuickBooks Online data

Learn how to give QuickBooks Live access to your account by creating an accountant user profile.

Create your own roles and customize permissions by upgrading to QuickBooks Online Advanced. Choose what users can see and do in different areas like banking, sales, payroll, and more.

There may be times when you need to provide a trusted expert access to your QuickBooks Online company data. To give them access, you'll need to create a new accountant user profile for them.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

Create a new accountant user profile for QuickBooks Live

1. Go to Settings ⚙.
2. Under Your Company, select Manage users. Then, select Accountants.
3. Create an invite:
   • If you haven’t invited an accountant yet, enter qbo_supportteam@intuit.com in the Accountant’s email field, and select Invite. Follow the steps to verify your account.
   • If you've already invited an accountant, select Invite and fill out the first and last name fields with "QuickBooks Live". In the email address field, enter qbo_supportteam@intuit.com. Then select Save.