JoesemM
Moderator

Account management

Good day, @Skyport.

 

Are you trying to add an accountant using a mobile app? If so adding an accountant using the mobile app is unavailable this can be done by opening your account using a web browser.

 

To add an accountant in a web browser, follow the steps below:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to the Gear icon⚙ and select Manage Users.
  3. Select the Accounting firms tab.
  4. Click Invite.
  5. Enter your accountant's info and select Save.

 

Your accountant will receive an email invitation. The status will show as Invited and will change to Active once the invitation is accepted. Just click this article for more information: Invite an accountant to review your accounting in QuickBooks Online.

 

You can also browse the articles shared by my colleague Jovychris_A on how to manage users in QuickBooks. Also, let me share these easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBO. Below are the following:

 

 

If you meant something else, please let me know. Any further details that you can provide will be much appreciated. I'm always ready to assist. Stay safe, @Skyport.