Setup & Configuration

How to Add Accountant Users in QuickBooks Online

Steps to add an accountant user to your QuickBooks Online account:

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select the Settings ⚙️ icon, then select Manage Users or Manage Your Account (depending on your account version). 
  3. On the Manage Users or Manage Your Account page, click the Accountants or Accounting firms tab.

  4. Look for an option like Invite Accountant or Add Accountant and click on it.

  5. A new window or page will open, asking for the accountant's email address. Enter the email address associated with the accountant's QuickBooks Online account.

  6. After entering the email address, click the Next or Send Invitation button to proceed.

  7. QuickBooks Online will send an invitation to the accountant's email address provided. The accountant needs to accept the invitation to gain access to your QuickBooks Online account.

  8. The accountant will receive an email with instructions on how to accept the invitation. They must follow the instructions and log in to their QuickBooks Online account.