Accountant access security

I'm here to provide some details about the access of an accountant and what task they can perform on your QuickBooks Online (QBO) account, dennishouse.

Transferring funds to an outside bank account or any real one isn't an option in QBO. All transactions made for recording purposes only in our system. 

Your accountant will have access to all of the features available in your version of QBO. They can also use accountant-specific tools to help you prepare for taxes. 

In case you found an accountant, here's how to invite them to your QBO account.

1. Sign in to QuickBooks Online as a primary admin.
2. Click Settings ⚙, then select Manage users.
3. Select the Accountants or Accounting firms tab.
4. Enter your accountant’s email address, then select Invite.
   

When you invite an accountant:

• Your accountant will receive an email about the invitation. 
• You’ll know they accepted your request when the status on the Manage users page changes from Invited to Active.
• Your accountant will get a link to access your QuickBooks Online company if they already have QuickBooks Online Accountant. 
• If they don’t, they need to sign up. Signing up is free and lets them access all of the features available in your version of QuickBooks Online at no cost to you.

Please know that regular accountant users don't count toward your usage limit. They’ll count if you make them your company’s primary admin.

If you want to know how bank transfer works in QBO, check out this article for instructions and detailed steps: Learn how to record a transfer between two accounts in QuickBooks Online. 

I hope the information shared lessens your worries about allowing an accountant to have access to your account. Get back to me if you have other concerns by commenting below. It's always my pleasure to help you.