Add your Accountant to QBO

It's always a good idea to give your accountant direct access to QBO. If not for bookkeeping and/or reconciliation purposes, then your accountant should have access to your QBO file because they know what they need and how to get it for tax preparation and/or planning purposes, they can review data entered for accuracy and compliance and make adjustments as needed, and they know how to fix things easier and quicker.

Adding your accountant to QuickBooks Online (QBO) is easy!

Follow these steps to add your accountant: 

• Click the Gear icon in the upper-right corner to open Settings

• Select Manage Users

  
  

• Go to the Accountants or Accounting Firms tab

• Click Invite Accountant

  

  
  

• Enter Accountant First & Last Name Email Address 

• Click Save or Send

Your accountant will receive an invitation to their email that they will need to accept. Once the accept, they can see your QBO account and do whatever they need to do.