Invite an accountant to review your accounting in QuickBooks Online

1. Sign in to QuickBooks Online as a primary admin.
2. Go to Settings ⚙ and select Manage users.
3. Select the Accounting firms tab.
4. Select Invite.
5. Enter your accountant's info and select Save.

QuickBooks emails an invite to your accountant. The email has steps for how to connect your accounts. If your accountant doesn't have QuickBooks Online Accountant, there's also a link for how to sign up.

You can invite up to two accountants in QuickBooks Simple Start, Essentials, and Plus and up to three in QuickBooks Advanced.

Note: Regular accountant users don't count toward your user limit. However, if you also make your accountant your company’s primary admin, they will count.

What does this mean to you?

Accountant users have additional privileges that allow them to undo entire reconciliations, reclassify transactions and write off invoices.

If you don't want your accountant to have access to your books anymore, you can remove them:

1. Sign in to QuickBooks Online as a primary admin.
2. Go to Settings ⚙ and select Manage users.
3. Select the Accounting firms tab.
4. Find the accountant you want to remove.
5. Select the small arrow dropdown ▼ in the Action column and then Delete.
6. Select Delete to confirm.