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edenwillow
Level 3

Can one of our staff members become our Quickbooks Online Accountant

We do not use an outside accounting firm, but it seems like many of the reporting and other features we'd like access to are only available tor Accountants. We have a staff member who is a former CPA - if she were able to pass the certification exams, would she be able to use the Online Accountant account, even though she is not from an outside firm?

Solved
Best answer August 11, 2020

Best Answers
GraceC
QuickBooks Team

Can one of our staff members become our Quickbooks Online Accountant

Thank you for reaching out to the Community, @edenwillow. I'm here to lend a hand on how to invite an accountant to your company.

 

The accountant doesn't need to take the exam if he only needs to track your business information. You can invite him to QuickBooks Online to help you with your company.

 

I'll show you how to invite an accountant:

  1. Go to the Gear icon and click Manage Users
  2. Click on the Accounting Firms tab. 
  3. Select Invite
  4. Enter the accountants information and click Save

An email invitation will be sent to them where they can accept the invitation. Once they've accepted it their status as Active

 

For more details about accountant users and some of our user types, just click these links:

I'll be here in the Community to lend a hand if you need more help or have questions about managing your accounts in QBO. Stay safe.

View solution in original post

1 Comment
GraceC
QuickBooks Team

Can one of our staff members become our Quickbooks Online Accountant

Thank you for reaching out to the Community, @edenwillow. I'm here to lend a hand on how to invite an accountant to your company.

 

The accountant doesn't need to take the exam if he only needs to track your business information. You can invite him to QuickBooks Online to help you with your company.

 

I'll show you how to invite an accountant:

  1. Go to the Gear icon and click Manage Users
  2. Click on the Accounting Firms tab. 
  3. Select Invite
  4. Enter the accountants information and click Save

An email invitation will be sent to them where they can accept the invitation. Once they've accepted it their status as Active

 

For more details about accountant users and some of our user types, just click these links:

I'll be here in the Community to lend a hand if you need more help or have questions about managing your accounts in QBO. Stay safe.

View solution in original post

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