In this video you'll learn how to work with your accountant in QuickBooks including:
Invite your accountant into your company so that they can access your information at any time
Understand features that accountants can use to work with clients, such as requesting documents
How to Add Accountant Users in QuickBooks Online
1. Open the QuickBooks Online company.
2. Navigate to the gear icon 🡪 Manage Users under the Your Company section.
3. Ensure the Accounting firms tab is selected; the total number of existing Accounting firm users displays in the name of the tab.
4. Enter the accountant’s email address; your accountant/bookkeeper and members of their firm who have been granted permission will have access to your company data.
5. Click Invite.
The accountant receives an email that contains a link to sign in to the client’s company via QuickBooks Online Accountant as an Accountant user.
Sources & Disclosures
Some content and images adapted from Intuit / QuickBooks source materials, including support websites; QuickBooks Blog; Firm of the Future, & Intuit Developer Blog. Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.