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How to Add an Accountant in QuickBooks Online

Step-by-Step Instructions​

  1. Once logged in, click the Gear icon in the upper right

  2. Click "Manage users"

  3. Click "Accounting firms"

  4. Enter accountant's email address and click "Invite"

  5. Done! Your accountant will receive an email inviting them to access your account.

Why is it important to add them as an accountant,
rather than a user?

  1. It doesn't count against your user limit

  2. It allows your accountant to use special tools to fix any tricky transactions

  3. It makes it easier to collaborate, especially during tax season

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