Accountant/CPA Access

How to Invite Accountants to QB Online

Invite your accountant

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select Settings , then select Manage users.
  3. Select the Accountants or Accounting firms tab. Enter your accountant’s email address, then select Invite.
  4. For Docyt, use below mentioned details to add an accountant:
    1. First Name: Sid
    2. Last Name: Saxena
    3. Email:
  5. Note: Most QBO subscriptions only allow up to 2 accountants.  If you do not have any accountant user seats available, contact your Docyt team or for assistance.