Adding us to your Quickbooks Online

To allow our firm access to your Quickbooks Online, complete the following:

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select the Settings ⚙️ icon, then select Manage users.
  3. Select Accounting firms.
  4. If you are inviting an accountant for the first time, enter the accountant's email address (, then select Invite. Follow the prompt to verify your account.
  5. If you are adding a second accountant, select Invite then enter their name and email address (, then select Save.
  6. Your accountant will be sent an email with a link to sign into your QuickBooks Online company.
  7. Until your accountant signs in, their status will remain as Invited on the Manage users page. After accepting the invitation, their status changes to Active.
  8. Click here to send a quick SMS/ Text to 604-813-3539 notifying you that you have completed this process. We will then ensure our access and reply with a confirmation message.

You can also view the following animated image (Click to view and enlarge), which walks you through the above instructions

Adding us to your Quickbooks Online.
Click to view and for Larger Image

Our office will either send you a confirmation SMS/Text or E-Mail confirming our access to your Quickbooks Online.

If you experience any issue, we suggest the following: