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How to Add Your Accountant to QuickBooks Online Account

How to Add Your Accountant to QuickBooks Online Account

Log in to QuickBooks Online:

Go to the QuickBooks Online website and log in to your account using your credentials.

 

Navigate to the Accountant section:

Once logged in, click on the “Settings” ⚙️ icon in the top right corner of the screen.

 

Select “Manage Users”:

From the dropdown menu, select “Manage Users” under the “Your Company” section.

 

Click “Invite Accountant”:

In the Manage Users window, you should see an option to “Invite Accountant.” Click on this button.

 

Enter the accountant’s information:

A window will pop up prompting you to enter your accountant’s email address. Type in the email address of the accountant you want to invite.

 

Select the accountant’s access rights:

After entering the email address, you’ll be asked to select the access rights for your accountant. QuickBooks Online offers two levels of access: “Accountant” or “Reports Only.” Choose the appropriate level based on the access you want to grant.

 

Send the invitation:

Once you’ve entered the accountant’s email address and selected their access rights, click on the “Invite” button. An invitation will be sent to the accountant.

 

Accountant acceptance:

The accountant will receive an email invitation to access your QuickBooks Online account. They will need to accept the invitation to establish the connection.

 

Confirmation:

Once the accountant accepts the invitation, you’ll receive a notification confirming that they’ve been added to your QuickBooks Online account.