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May 10, 2021
Question

Why wont QBO let me "next" and "finish" when trying to add an accountant ? All it does is "save"?

  • May 10, 2021
  • 1 reply
  • 15 views
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1 reply

JasroV
Level 8
May 10, 2021

Good day to you, @todd-macdonald.

 

QuickBooks Online (QBO) makes it easier in adding an accountant to your account. Just enter their name and email address and you'll be able to invite them. Let me guide you how.

 

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Click the Accounting firms tab.
  4. Select Invite.
  5. Enter the accountant's name and email address, then click Save.
  6. Your accountant will be sent an email with a link to sign into your QBO company.
  7. Have them open the email and accept the invitation.
  8. Click Next and then select Finish.

 

You can also see this article for more details: Managing accountant users in QuickBooks Online.

 

Once you're all set you might want to utilize this link for guidance: Reconcile an account in QuickBooks Online. This can walk you through the steps in matching your bank and QuickBooks balance seamlessly.

 

You can always tag me in your reply if you have other questions about adding your accountant. I'm just a post away from you. Have a good one!