Add accountant users

Invite your accountant to access your company file to help with bookkeeping, make corrections, and prepare for taxes. This lets them use accountant-specific tools to review your books and help with any issues. Accountant users invited through the Invite firm function don't count toward your user limit.

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

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Prerequisites

To invite an accountant, you need primary admin or company admin access.

Invite your accountant

Follow these steps to send an invitation to your accountant.

1. Sign in to your account as a primary or company admin (Take me there).
2. Go to Settings  and select Manage users.
3. Select the Accountants or Accounting Firms tab.
4. Select Invite firm.
5. Enter your accountant's email address or their firm's user ID.
6. Send the invitation.

Result

Your accountant will receive an email invitation to access your QuickBooks Online company. Once your accountant accepts the invite, their status on the Manage users page will change from Invited to Active.

Next steps

Once your accountant accepts the invite, they can begin working on your books. If they don't already have QuickBooks Online Accountant, they will get a link to sign up.

If you no longer want an accountant to have access to your books, you can remove them.

Related links

• Learn about usage limits
• Add and manage users
• Use accountant tools and features
• Change the primary admin role
• Remove an accountant user