Can you add multiple accountants to your account?

Yes, we can definitely add multiple accountants, mark166.

If you're using the Advanced version of QuickBooks Online, we can invite up to 3 accountants/accounting firms. In Simple Start, Essentials, and Plus plans, we can add up to 2 accountants.

Also, please know that only the admins and accountants users can invite accounting firms. Here's how to do it:
 

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

Once you're done your accountant will receive an email from us. It has your business’s name and a message that includes "Accept Invitation.” Just have them click the button to be routed to the account creation page. Then, sign in or enter their information to complete the process.

I also encourage reading this article to know different levels of access and the number of users you can add to your QuickBooks Online plan.

Feel free to leave a comment below if you have any other concerns or questions. Stay safe.

How do I invite my accountant

Thanks for joining the thread, @Fred47.

I'm happy to guide you in inviting your accountant in QuickBooks Online (QBO). Before doing so, we need to make sure that you have the master admin or accountant access to invite accounting firms.

Here's how:

1. Go to the Gear icon.
2. Under Your Company, choose Manage users.
3. Select the Accounting firms tab.
4. Enter the accountant's email address and click the Invite button.

They'll receive an email invitation with instructions on how to accept it.

For additional reference in adding your accountant to your QBO account, check this article for details: Invite or remove an accountant.

I've also added this link to learn some best practices on managing user's access to QBO: Add, delete, or change user access.

Stay in touch with us if you need further assistance. We're always around to assist you anytime. Have a great day!

I have followed the above directions, however the green SAVE button never becomes active.  What am I doing incorrectly:

Hello @dporter64089,

Let's try inviting your accounting using a private browser. Let me walk you through how.

• CTRL+SHIFT+N for Chrome.
• CTRL+SHIFT+P for Firefox.

Once done, open your QBO account and follow the above steps to invite your accountant. If it's working fine, you can clear the cache of your regular browser. This process will repair the damage cache data of your browser that's causing issues like you have with your save button.  

If you're getting the same results, please contact our Customer Care Support so we can investigate further. Here's how to reach out.

1. In your QBO, go to (?) Help and then Contact Us.       
2. Enter a brief description of your case, then Let's talk.
3. Click Get a call. Type your info and then Confirm my call.

I'll also share with you this awesome article about adding an accountant to review your accounting in QuickBooks Online that I'm sure you'll find helpful. This gives your accountant access to all of your accounting info plus they have accountant-specific tools to help them do their reviews.

You can always swing by anytime if you have other questions or concerns. I'm here to lend a hand. Thanks for posting and have a great rest of the week.

How much access should I give to a bookkeeper that I have just started working with, I have no real experience or reference for their work other then the ones that they provided.   So def. have some trust issues ......LMK

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:

• User types and user permissions in QuickBooks Online
• Add, delete, or change user access

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!

Please I have tried everything I can to invite an external accountant. I can't seem to find the accounting firm Tab. please I need to know why I cant seems to find this feature. This is frustrating and it's making things difficult for me. I have tried using other browsers, clear the cache but still not working. please help get this fixed asap.

Hi there, Denola.

Welcome to the QuickBooks Community. This isn't the kind of feeling that I'd wish you to have, and we know how much time it can take when something isn’t working the way you need it. I also appreciate the troubleshooting steps you've done to fix the issue about inviting an external accountant. With this, I'll make sure to share different details so you can start adding an accountant to review your books, make corrections, and fix any tricky transactions.

Each version of QuickBooks is designed to address specific business needs. With that, it might be you're using the QuickBooks Self Employed and that is the reason why you can't seem to find the accounting firm tab. If so, you'll have to go to the profile ⚙ icon and choose Accountant.

Here's how:

1. Sign in to QuickBooks Self-Employed.
2. Click the profile ⚙ icon.
3. Choose Accountant.
4. In the Invite your accountant field, enter your accountant's email address. Then, select Send invite.
5. Hit Done.

Once done, the invitation is sent to the accountant. Then, after they accept it, they are provided with access to your data through QuickBooks Online Accountant. You can click this article to see additional info: Invite an accountant to review your accounting in QuickBooks Self-Employed.

However, if you're using the QuickBooks Online account, I suggest contacting our QuickBooks Support Team since the issue persists after performing the steps you've mentioned. They have the tools to check your account and investigate the cause of the problem.

Please refer to this article to view instructions on how you can remove an accountant from your QuickBooks Online in case you don't want your accountant to have access to your books anymore: Invite an accountant to review your accounting in QuickBooks Online.

Should you have any questions about users, or anything else, please let me know. Have a good day.

I don't have a manage users option?  Any ideas why?

Allow me to share some information to add your accountant in QuickBooks Online (QBO), @becsdawson.

You can see the Manage users feature when you're login as the Primary Admin or Company Admin in QBO. If you have standard user access given by the admin, this option is unavailable when set up with limited permissions.

However, if you don't see this feature with admin privileges, I recommend logging in to QBO in a private browser and inviting your accountant from there. This mode can help avoid cache files that continue to pile up in the background, making QuickBooks unable to load some features.

Run a supported browser, and then follow these shortcuts:

• Ctrl+Shift+N for Google Chrome.
• Ctrl+Shift+P for Mozilla Firefox.

If you successfully see the Manage users feature, I suggest clearing the browser's cache. It helps clean the browser's cache to start fresh and load new online application data. Alternatively, you can use another supported browser to run QBO.

I've added articles for more details on how to add an accountant to your QBO company and update access rights:

• Invite an accountant to review your accounting in QuickBooks Online
• User types and user permissions in QuickBooks Online
• Add, delete, or change user access

Count me in if you need further assistance with managing users or accounting firms. I'll be here to keep you up. Stay safe and well!

i have same issue, no improvement in app

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:

• All QuickBooks Tutorials
• QuickBooks Webinars
• Help Articles

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.

Hi I set up our Executive Director as an Admin. user. His account access email expired. How do Invite him again

Good Afternoon lmejias,

Nice to see you in the QuickBooks Community! You would need to delete the invite and resend the invite to the Executive Director. Here's how to do the first steps:

1. Select Manage Users from the Gear icon.
2. Under the Manage users page, search for the director's information.
3. Go to the drop-down arrow under Action, then tap Delete.

Once completed, the following steps would be to resend the invite:

1. From the Gear icon, choose Manage Users.
2. On the Manage users page, select Add user.
3. Select the user type, click Next. Depending on your selected user type, more options will appear on the screen.
4. On the Add a new user page, add the director's name and the correct email address.
5. Hit Save.

Please let me know if you got to reinvite him! I will be here if you have any questions or need clarification. I hope you have a great day!

How do I sign into my Quickbooks Online account ?

Let's make sure you'll be able to sign in to your account, LarryM2.

Logging into your QuickBooks Online (QBO) account is quick and easy. You'll just have to make sure you're using the correct email address you used to sign up for your account. I've attached a screenshot for your guide. 

If you have multiple companies, you'll be asked to confirm the account you want to sign in with. You can select Yes, that's correct if the account displayed is the one you want to access. To give you more information about adding another company, I've added this article for more details: Create or Add Another Company File To QuickBooks Online.

On the other hand, if you're having issues when logging into your account, go through these articles for your reference: 

• Get Help If You Can't Sign In To Your QuickBooks Online Account
• Fix Common Sign-In Errors In QuickBooks Online

Please touch base with us if you have any questions about logging into your account. The Community is here for your 24/7.

Hello

help

Thank you for joining in on the thread, Nazy001.

We're here to help you. Would you mind telling us the details of your concern, so we can provide the appropriate response and solution? Thanks in advance.

My accountant says it doesn’t work and QB keeps sending me these procedures. 

Thanks for joining in this conversation, @jraja018.

I understand the need to have this issue resolved for you. At this point, I'd recommend contacting our Customer Care team so we can take a closer look at the cause and help you fix it. 

Visit this link to learn more about adding your accountant to your QBO account: Invite or remove an accountant.

Get back to us here at any time if you have more concerns. We're always here to help you. 

Good morning, 

Good morning, 2022jcs!

Thank you for joining in on the thread. Do you have any concerns about inviting an accountant user? You can be as detailed as you want. We're just right here to help you.