JasroV
QuickBooks Team

Account management

Good day to you, @skotwak.

 

When inviting an accountant to your QuickBooks Online (QBO) account, they will have access to all features available in your version of QBO. If you’re unsure about the accountant you’re trying to invite, I suggest working with them first.

 

By the time you’re ready to invite them or you’ve found an accountant whom you can trust, you can follow these steps on how to add them to your QBO account. Here’s how:

  1. Go to the Gear icon and select Manage Users.
  2. Select the Accounting firms tab.
  3. Enter your accountant's email. 
  4. Click Invite.

You can also read this article for more details on how to add them in your QBO account: Invite an accountant to review your accounting in QuickBooks Online.

 

I’m also adding these articles that you can utilize to learn more about managing users in QBO:

Please let me know if you have other queries about inviting an accountant to your QBO account. It’s always my pleasure to help you. Have a great day and keep safe!