How to send Quickbooks to your accountant for tax prep.

Hello there, Marie.

In QuickBooks Online (QBO), the best way to share your files is by inviting them as an accountant user. This provides them with access to the necessary data for your tax preparation without interrupting your workflow.

Here’s how to invite them:

1. Log in to your QBO account.
2. Go to the Gear icon and select Manage Users.
3. Under the Accounting Firms tab, click Invite Firm/Accountant.
4. Enter your accountant’s email address and send the invite.
5. Click Save.

Once your accountant accepts the invitation, they’ll have secure access to your QuickBooks data for review and tax preparation.

We’re always here to help you if you have any other concerns.