How to Add Your Accountant to QuickBooks Online

Granting your accountant access to QuickBooks Online makes collaboration easy. Follow these steps to add your accountant to QuickBooks Online securely.

Step 1: Log in to QuickBooks Online

Go to the QuickBooks Online website and sign in using your email and password.

Step 2: Open the Settings Menu

Click the Settings ⚙️ icon in the top right corner of the dashboard.

Step 3: Select “Manage Users”

Under the Your Company section, choose Manage Users. This is where you can add, edit, or remove users.

Step 4: Click “Invite Accountant”

In the Manage Users screen, find and click the Invite Accountant button.

Step 5: Enter Accountant’s Information

A pop-up window will appear. Enter your accountant’s email address.

Step 6: Choose Access Rights

QuickBooks Online gives two access levels for accountants:

• Accountant: Full accountant tools and permissions.

• Reports Only: View reports without editing transactions.

Select the option that fits your needs.

Step 7: Send the Invitation

Click Invite. QuickBooks will email your accountant an invitation to join your account.

Step 8: Accountant Accepts the Invitation

Your accountant receives the email, clicks the link, and signs in (or creates a QuickBooks account if needed).

Step 9: Confirmation

Once they accept, you’ll see a confirmation in QuickBooks. Your accountant now has access to your books.

✅ That’s it! You’ve successfully added your accountant to QuickBooks Online, making it easier to collaborate on bookkeeping, taxes, and financial reports.