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Invite accountant users
You can invite an accountant to your QuickBooks Online company to help with bookkeeping, tax preparation, and troubleshooting. Accountant users have access to specific accountant tools to review your books and make corrections. Inviting an accountant via this method does not count toward your subscription's user limit.
Tip: If you need to add more than 2 accountant firms for your company, consider upgrading to QuickBooks Online Advanced.
Moving from QuickBooks Desktop? Read this first
Inviting your accountant to QuickBooks Online is similar to setting up an External Accountant user in QuickBooks Desktop. However, when you move to QuickBooks Online, your Desktop users won't copy over. To add your accountant to QuickBooks Online, skip ahead to Invite your accountant.
To learn more about how to manage users in QuickBooks Online, including accountants, open this onboarding guide. Then, go to Part 6: Bring your team from QuickBooks Desktop.
You can also find out more about how features and data move to QuickBooks Online.
Get personalized help adding and managing users with Intuit Experts.
Prerequisites
You must be a primary admin or company admin to invite users.
Invite your accountant
For a better experience, open this article in QuickBooks Online. Open side-by-side view .
Follow these steps to send an invitation to your accountant or accounting firm:
Sign in to your QuickBooks Online account.
Go to Settings ⚙ then select Manage users.
Select the Accountants or Accounting Firms tab.
Select Invite firm.
Enter your accountant's email address or their firm's user ID.
Select Send the invitation.
Next steps
Once you have sent the invitation, the following actions occur:
Email Notification: Your accountant receives an email with a link to access your company.
Acceptance:
If they have QuickBooks Online Accountant, they can sign in and accept immediately.
If they do not have it, the email includes a link to sign up before they can accept it.
Status Change: On your Manage users page, their status will change from "Invited" to "Active" once they accept.
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