How do I add my accountant to my QuickBooks account?

Hi there, jdghandymanservi.

I'll ensure you'll be able to add your accountant.

You can add up to two accountants in QuickBooks Online. To provide them access to your QBO company, you'll need to send them an invitation. I'll show you how to do it.

1. Go to Settings ⚙.
2. Select Manage users.
3. Click the Accounting Firms tab.
4. Enter your accountant's email address, then Invite.
5. Enter your accountant's info and hit Save.

I've got this article for more details: Invite an accountant to review your accounting in QuickBooks Online.

For future reference, check out this resource to learn how to add your bank or credit card account so that your recent transactions are automatically downloaded: Connect your bank feeds using Open Banking.

You can post a reply to this post if you need further assistance with inviting your accountant. I'd be happy to assist you further.