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Quickbooks Online – Adding Accountant as User

by Andre Choquette
December 30, 2020

1.Navigate to the Manage Users Menu

From the home screen, click on the Gear Menu and beneath the column heading labelled “Your Company” select the Manage Users tab.

 

 

2.Open Invitation

On the Manage Users page, click Invite Accountant to open a new invitation.

 

3.Enter Your Dedicated Accountant's Name and Email

Enter your dedicated accountant’s name and email address into the text boxes and click Next when you’ve finished.

If you are unsure of who your dedicated accountant is, Click here and our office will provide the dedicated accountant's name and e-mail address.

 

4. Finalize Invitation

Click Finish and you’re done. Your accountant will get an email with a link to your QuickBooks. From there, it’s up to your accountant to log in and start working on your books.

 

Tags :

Accountant Dedicated QBO Quickbooks Quickbooks Online

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