Step 1 – Go to to the Manage Users Menu
From the home screen, click on the Gear Menu and beneath the column heading labeled “Your Company” select the Manage Users tab.
Step 2, create an invite
On the Manage Users page, click Invite Accountant to open a new invitation.
Enter Your Accountant’s contact info
Enter your accountant’s name and email address into the text boxes and click Next when you’ve finished.
Step 4, Complete your 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.
