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Replying to:
Maybelle_S
QuickBooks Team

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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!

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