Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:
QuickBooks Team

Reply to message

Hi Cindy0323. First, I'd like to say thanks for joining our forum. I'm going to include the article on managing accountant users in QuickBooks Online. I'll go ahead and list the steps below for you as well:


  1. From your dashboard, click the Gear Icon⚙️ in the top right corner.
  2. In the far left column, select Manage Users.
  3. At the top, click the Accounting Firms tab.
  4. Input your accountant's email and select Invite.

Here's a quick video to show you the steps as well in case you have trouble finding any of the buttons:



Let me know if you need anything else. 


Need to get in touch?

Contact us