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January 29, 2020
Question

Can I add my accountant as a user ?

  • January 29, 2020
  • 1 reply
  • 2 views
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1 reply

Level 9
January 29, 2020

I'm so happy to have you here and be able to help you out with your concern, sandria.

 

Yes, you can add your accountant as one of the users in your book. I've got these easy steps that you can follow when inviting:

 

  1. Go to the Gear icon and select Manage users under Your company.
  2. Select the Accounting firms tab.
  3. Enter your accountant's email. Then, click the Invite button.

 

Afterwards, your accountant will receive an email. Let them know that they'll need to accept your invitation through email. This way, they access your book and help you fix things out on the accounting side.

 

Just virtually tap me on the shoulder whenever you need help about managing user your QuickBooks account. Otherwise, you can enjoy your day! Take care!