Add accountant users

With access to your company, your accountant can review your books, make corrections, and help with any issues. Your accountant can change the balances of their accounts, change the names of transactions, and write off invoices. They can also use accountant-specific tools to help you prepare for taxes.

Tip: If you need to add more than 2 accountant firms for your company, consider upgrading to QuickBooks Online Advanced.

Note: Regular accountant users don't count toward your usage limit if you use the firm invite function. They’ll count if you invite them as a primary admin or regular users, here’s how to add and manage them in QuickBooks Online.

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Get personalized help adding and managing users with QuickBooks Live.

Invite your accountant

1. Sign in to QuickBooks Online as a an admin.
2. Select Settings , then select Manage users.
3. Select the Accountants or Accounting firms tab.
4. Enter your accountant’s email address, then select Invite.

What happens when you invite your accountant

• Your accountant will receive an email about the invitation.
  •  You’ll know they accepted your request when the status on the Manage users page changes from Invited to Active.
• Your accountant will get a link to access your QuickBooks Online company if they already have QuickBooks Online Accountant.
  • If they don’t, they need to sign up. Signing up lets them access all of the features available in your QuickBooks Online at no cost to you.
• If your accountant doesn't receive the email.
  • Double-check the email is correct.
  • Check ‌your user limits, Learn about usage limits in QuickBooks Online.