Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
March 11, 2026
Solved

Can I add my accountant with the simple start plan?

  • March 11, 2026
  • 2 replies
  • 76 views
No text available
Best answer by ArielI

Hello, @denb508. Yes, you can invite your accountant by sending them an invitation.

 

  1. Go to Gear icon and select Manage users.
  2. Click on the Accountants or Accounting Firms tab.
  3. Select Invite firm.
  4. Enter your accountant's email address or their firm's user ID.
  5. Click Send the invitation.

 

After sending the invitation, your accountant will receive an email requesting access to your company account. You can also check the status of the invitation to see if they have accepted it: Invite accountant users.

 

If you have any further questions, please let us know. We're here to help you anytime.

2 replies

ArielIQuickBooks TeamAnswer
QuickBooks Team
March 11, 2026

Hello, @denb508. Yes, you can invite your accountant by sending them an invitation.

 

  1. Go to Gear icon and select Manage users.
  2. Click on the Accountants or Accounting Firms tab.
  3. Select Invite firm.
  4. Enter your accountant's email address or their firm's user ID.
  5. Click Send the invitation.

 

After sending the invitation, your accountant will receive an email requesting access to your company account. You can also check the status of the invitation to see if they have accepted it: Invite accountant users.

 

If you have any further questions, please let us know. We're here to help you anytime.

QuickBooks Team
March 16, 2026

Hello, @denb508.

 

I hope you are doing well. I wanted to follow up to see if you have successfully added your accountant.

 

Do you need any further assistance or clarification regarding the invitation process?

 

We would be glad to assist you further if needed.