Getting Started

Thanks for coming back and for the screenshot, shellyheaven.

I'll share the way to add your accountant as a user in your QBO company.

The My Accountant option is only available in QBO for regions that have QuickBooks Online Accountant. In your case, you can add your accountant as a Company Admin user to give them access to your books. Then, when you add them, please put a checkmark in the This user is my accountant checkbox, so they won't be counted towards your user's lists.

By the way, your accountant might be interested in reconciling an account. You can share this article with them: Reconcile an account in QuickBooks Online.

If you have other questions about adding a user, please don't hesitate to reply below.