Customer support 604-425-0485

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.



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