Hello there, Newyorktutor. I'd gladly discuss the process of how to invite your accountant to QuickBooks in detail.
To invite your accountant to QuickBooks Simple Start, follow these steps:
- Sign in to QuickBooks Online as a primary admin.
- Select Settings ⚙, then click Manage users.
- Choose the Accountants or Accounting firms tab.
- Enter your accountant’s email address.
- Click Invite.
Once done, your accountant will receive an email with a link to sign in to your company. They’ll need to create a user ID if they don’t already have an account with Intuit Business Services.
For a comprehensive guide to the process, I recommend referring to this article: Add accountant users in QuickBooks Online.
Moreover, if your accountant didn't receive your email invitation, you may check out this article for detailed instructions: What to do if invited users did not receive your email invitation.
Please tag my name in your reply on the Community forum for further inquiries about inviting your accountant to QuickBooks. I'm more than willing to assist you further. Have a pleasant day!
