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How to Add Accountant Users in QuickBooks Online
Steps to add an accountant user to your QuickBooks Online account:
- Sign in to QuickBooks Online as a primary admin.
- Select the Settings ⚙️ icon, then select Manage Users or Manage Your Account (depending on your account version).
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On the Manage Users or Manage Your Account page, click the Accountants or Accounting firms tab.
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Look for an option like Invite Accountant or Add Accountant and click on it.
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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.
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After entering the email address, click the Next or Send Invitation button to proceed.
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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.
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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.