cancel
Showing results for 
Search instead for 
Did you mean: 
ithompson
Level 1

I need to add another person from the CPA firm on but have only 2 accountants are allowed on.

 
1 Comment 1
MichaelDL
QuickBooks Team

I need to add another person from the CPA firm on but have only 2 accountants are allowed on.

I've got you covered, @ithompson.

 

At this time, QuickBooks Online (QBO) companies can only have two QuickBooks Online Accounting Firms (QBOA) added to their company's user list. However, if the new person you're trying to add is a member of a QBOA Firm that is already attached to your business, they should be able to access with that connection.

 

QBOA Firms can add an unlimited number of Team Members who can access all of the Firm's clients, given that the Master Admin has granted them access to do so. In order to ensure the new person can properly access your company, please feel free to share these instructions and resources with your CPA:

 

  1. First, they'll need to add the new person as a QBOA Team Member.
  2. Ensure the firm's Master Admin gives the new Team Member access to your company.
  3. Once this is done, here's how they'll access the company information.

 

With these instructions, the new person from the CPA firm will be able to access your QBO company in no time. Please touch base with me here for all of your future QuickBooks needs. Thanks for coming to the Community, I look forward to hearing from you again.

Need to get in touch?

Contact us