I'm pleased to have you here in the Community today, @Brittany1987. I'd be glad to share some details about your concern so you can get through this and set up an external accountant in QuickBooks Desktop (QBDT).
Please be aware that the Accountant ToolBox feature is only available on QBDT Premier Accountant and Enterprise. You can consider purchasing a license for QuickBooks Desktop Premier for Accountant or QuickBooks Desktop Enterprise so you can proceed to add an external accountant and utilize the feature.
Feel free to visit this page to see the latest plans and pricing for QuickBooks Desktop products: QuickBooks Desktop Products Plans and Pricing.
If you've chosen to upgrade to any of those products that I've mentioned, you'll then want to set up an external accountant. Please know that your accountant should have a ProAdvisor subscription to use the Accounting ToolBox feature. I'll input the steps below so you can proceed.
For Pro or Premier users, here's how:
- Select Company, Set Up Users and Password, and then Set up Users.
- Select Add User. Fill out the User Name, Password, Confirm Password, and then select Next.
- Select External Accountant and then select Next.
- Select Yes to give access to your new user and then Finish.
For QuickBooks Enterprise users, these are the steps:
- Select Company, Users and then select Users and Roles.
- Enter your Admin Password and then select OK.
- From the User List, select New.
- Enter a User ID and an optional Password.
- From Available Roles, select the External Accountant role, and then select Add.
- Enter the user’s email address, then select OK.
- From the confirmation window, select OK.
You can visit this article for more information about adding an external accountant in QBDT: Set up an External Accountant user in QuickBooks Desktop.
Additionally, I've got you these articles to ensure that your device is able to meet the application's system requirements:
You may also visit this page in case you encounter issues accessing your data in the future: Fix data damage on your QuickBooks Desktop company file.
Don't hesitate to reach out to me if you need further assistance setting up an external accountant or need help performing specific tasks in QuickBooks, @Brittany1987. I'll be happy to help you out again and make your QuickBooks experience awesome. Take care, and have a good one!
