Let us guide you through the process of inviting someone to your QuickBooks Online (QBO) account, Cruickshank820.

If you're trying to add a new user to help with your company's operations and bookkeeping, you can follow the steps below:

1. Go to the Gear icon on the top menu and select Manage users.
2. Select Add user, then enter the user’s First name, Last name, and Email.
3. Select the Roles ▼ dropdown, then select the role you want to assign to the user.
4. Review the features this role gives access to. You can expand each section.
5. Select the Account management settings you want to manage (if applicable for the chosen role).
   Note: If you select View all permissions, you’ll be able to review the list of features the user will not have access to.
6. Select Send invitation.

The new user receives an invite to join the company, and you can ask them to click the link in the email. From there, they can create a new Intuit Account or they can sign in if they already have one. You can check out this article for more details about adding user profiles in the program: Add, manage, or delete users in QuickBooks Online.

If you need to add your accountant, refer to this article for the steps and details: Add accountant users in QuickBooks Online.

We are just one post away if you have further questions about managing users or QuickBooks-related concerns.