How do I add a new accountant to my account? I changed accountants and need to give the new one permission to access my account.

Hi there, Elizabeth.

To get your new accountant set up with access to your QuickBooks Online account, here’s how:

1. Sign in to your QuickBooks Online account as a primary or company admin.

2. Go to the Settings and select Manage users.

3. Click the Accounting Firms tab and select Invite firm.

4. Enter your accountant's email address or their firm's user ID.

5. Select Send the invitation.

Once your accountant accepts the email invite, their status will change from Invite to Active on your Manage Users page. If you need help removing your old accountant, check out this article: Remove an accountant user.

Need assistance organizing users within QuickBooks? Our QuickBooks Live Expert Assisted can offer tips and tricks to streamline this process.
 

If you have any other questions, please let me know below. I’m here to help.

Hi Elizabeth,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist further if needed.