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Invite accountant users

by Intuit•2940• Updated about 22 hours ago

Invite your accountant to access your company file to help with bookkeeping, make corrections, and prepare for taxes. This allows them to use accountant-specific tools to review your books and assist with issues. Accountant users invited this way 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 to your QuickBooks Online account.

Invite your accountant

Follow these steps to send an invitation to your accountant:

Sign in to your QuickBooks Online account as a primary or company admin.
Go to Settings ⚙ and 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.

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

Invitation email: Your accountant will receive an email inviting them to access your QuickBooks Online company.
Acceptance: If they don't have QuickBooks Online Accountant, the email will include a link to sign up. Once they accept the invitation, they can start working on your books.
Status update: After your accountant accepts, their status on the Manage users page changes from Invited to Active.