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Can I save my statements securely in the online quickbooks so my book keeper can access them?

 
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QuickBooks Team

Re: Can I save my statements securely in the online quickbooks so my book keeper can access them?

Welcome to the Community, @matt52.

 

Yes, you can save your statements in QuickBooks Online (QBO). At Intuit, the security of our products remains a top priority. We are committed to safeguarding customer information by employing advanced security tools, service monitoring, and adapting to security events.

 

For more information, consider checking out these links:

 

 

On the other hand, you can invite your bookkeeper so they can log into your QBO company file and be able to access the statements. Here's how:

 

  1. Click the Gear icon at the upper right to get to the Manage users.
  2. Select the Accounting firms tab, then hit Invite.
  3. Enter the necessary information, then tick Save once done.

 

I'm also including this article for additional information: Invite or remove an accountant.

 

Please know that I'm only a post away if you have any issues or concerns. I'll be here to help. Have a great day!