How to Invite Your Accountant to QuickBooks Online
- |
- 7 steps |
- 49 seconds
1
Log in to Quickbooks Online
2
Navigate to the "Settings" menu, usually located in the top right corner of the screen.
3
From the drop-down menu, select "Manage Users."
4
In the Manage Users section, click on the "Accounting firms" tab.
5
Here, you will find an option to "Invite Accountant." Click on that option to proceed.
6
Enter your accountant's Name and email.
7
Click "Save"
Once your accountant has accepted the invitation, they will be able to access your company's financial data in Quickbooks Online. They can view and manage transactions, generate reports, and provide valuable insights to help you with your financial management.
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It's important to note that your accountant's access to your Quickbooks Online account can be revoked at any time. If you no longer want your accountant to have access, you can remove their access rights in the Manage Users section.