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wmanuel-coremedi
Level 1

I am looking to add my CPA into my quickbooks to manage my books. How do I do that?

Just set up QB and I am not seeing any area where I can add my CPA
1 Comment 1
JuliaMikkaelaQ
QuickBooks Team

I am looking to add my CPA into my quickbooks to manage my books. How do I do that?

I've got you covered, Manuel. Let me guide you on how to add your accountant to your QuickBooks Online(QBO) account.

 

Managing books is easier when you have an accountant to help you manage your business. Thus, it's crucial to have one. With this, you can invite your CPA by following these steps:

 

  1.  Sign in to your QBO account as a primary admin.
  2. Go to the Gear icon, then select Manage Users.
    1.png

  3. Select the Accountants or Accounting Firms tab.
  4. Enter your accountant’s email address.
  5. Click Invite.
    2.png

 

Furthermore, you can visit this article to learn more about managing user roles and permissions: Add and manage users in QuickBooks Online

 

We're always here to assist you if you have other questions about adding an accountant or other QuickBooks-related concerns. Stay safe, and have a great day!

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