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Set up accountant access to QuickBooks Time

by Intuit5 Updated 8 months ago

Request accountant access

If you would like your accountant to easily access your QuickBooks Time account, follow these steps to send the request. You can have up to two accountants accessing your QuickBooks Time company.

Note: Only a primary admin can invite an accountant.

  1. Go to Company Settings, then Accountant Access.
  2. Enter your accountant's email and name, then select Send Invite.
  3. Your accountant will receive an email, inviting them to create a QuickBooks ProAdvisor account, or sign into an existing account.

If the invite expires, you can resend it:

  1. Go to Company Settings, then Accountant Access.
  2. Select the accounting firm in a pending state, then select Resend invite.

Revoke accountant access

  1. Go to Company Settings, then Accountant Access.
  2. Select the accounting firm you'd like to remove, then select Delete.
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