Add accountant users

Learn how to add accountant users in QuickBooks Online.

With access to your company, your accountant can review your books, make corrections, and help with any issues. Your accountant can change the balances of accounts, change the names of transactions, and write off invoices. They can also use accountant-specific tools to help you prepare for taxes.

Tip: If you need to add more than 2 accountant firms for your company, consider upgrading to QuickBooks Online Advanced.

Note: Regular accountant users don't count toward your usage limit if you use the Invite firm function. They’ll count if you invite them as a primary admin or regular users. Here’s how to add and manage them in QuickBooks Online.

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Invite your accountant

1. Sign in to QuickBooks Online as an admin.
2. Select Settings , then select Manage users.
3. Select the Accountants or Accounting Firms tab.
4. Select Invite firm, then enter your accountant’s email address or firm ID.
   Note: You can now invite accountants using their firm ID.

Remove an accountant

If you no longer want an accountant to access your books, here's how to remove them.

1. Sign in to QuickBooks Online as a primary admin.
2. Go to Settings , then select Manage users.
3. Select the Accountants or Accounting Firms tab.
4. Find the accountant you want to remove.
5. From the Action column, select Delete.
6. Select Delete.

Note: Accountants can't remove themselves or other accountants from the Manage users page.