QuickBooks HelpQuickBooksHelpIntuit

Managing accountant users in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online21Updated 7 days ago

QuickBooks Online allows you to invite different users through the Manage users page. If you'd like to give your accountant access to your company, see the steps below.

Invite your accountant

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select the Settings ⚙️ icon, then select Manage users.
  3. Select Accounting firms.
  4. If you are inviting an accountant for the first time, enter the accountant's email address, then select Invite. Follow the prompt to verify your account.
  5. If you are adding a second accountant, select Invite then enter their name and email address, then select Save.
  6. Your accountant will be sent an email with a link to sign into your QBO company. They will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.
  7. Until your accountant signs in, their status will remain as Invited on the Manage users page. After accepting the invitation, their status changes to Active.

What does this mean to you?

  1. If you invite your accountant and they already have a QuickBooks Online for Accountants (QBOA) subscription, they'll get a link to access your QBO company.
  2. If you invite your accountant and they don't have a QBOA subscription, they'll have a chance to sign up when you send them this invitation. Signing up is free and allows them access to your QBO company at no cost to you.
  3. Your accountant will have access to all of the features available in your version of QBO.
  4. You can invite up to two accountants.
  5. Accountant users have additional privileges that allow them to undo entire reconciliations, reclassify transactions and write off invoices.

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks AppsQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.