Invite your Accountant, Bookkeeper, or Tax Preparer to work on your QuickBooks Online

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.

Hector Garcia

Hector Garcia

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