Invite and add an accountant to your QuickBooks Online account

For a business owner, tax filing can seem overwhelming and intimidating. That's why many businesses turn to accountants to help them keep their books in order, especially at year-end. If you're using QuickBooks Online to manage your finances, you can invite and add an accountant to your account. Here's how:

Prerequisites

To invite an accountant, you need primary admin or company admin access to your QuickBooks Online account.

Invite your accountant

Follow these steps to send an invitation to your accountant:

1. Sign in to your QuickBooks Online account as a primary or company admin.
2. Go to Settings ⚙ and select Manage users.
3. Select the Accounting Firms tab.
4. Select Invite firm.
5. Enter your accountant's email address or their firm's user ID.
6. Select Save.
   Note: If you have enabled two-step verification, enter the code you received on your mobile device and select Continue.

Result

Your accountant will receive an email invitation to access your QuickBooks Online company. Once your accountant accepts the invite, their status on the Manage users page will change from Invited to Active.

Next steps

• Invitation email: Your accountant will receive an email inviting them to access your QuickBooks Online company.
• Acceptance: If they don't have QuickBooks Online Accountant, the email will include a link to sign up. Once they accept the invitation, they can start working on your books.
• Status update: After your accountant accepts, their status on the Manage users page changes from Invited to Active.