How to add an accountant to your Quickbooks Olnine account
Log in to QuickBooks Online:
Go to the QuickBooks Online website and log in to your account using your credentials.
Navigate to the Accountant section:
Once logged in, click on the "Settings" ⚙️ icon in the top right corner of the screen.
Select "Manage Users":
From the dropdown menu, select "Manage Users" under the "Your Company" section.
Click "Invite Accountant":
In the Manage Users window, you should see an option to "Invite Accountant." Click on this button.
Enter the accountant's information:
A window will pop up prompting you to enter your accountant's email address. Type in the email address of the accountant you want to invite.
Select the accountant's access rights:
After entering the email address, you'll be asked to select the access rights for your accountant. QuickBooks Online offers two levels of access: "Accountant" or "Reports Only." Choose the appropriate level based on the access you want to grant.
Send the invitation:
Once you've entered the accountant's email address and selected their access rights, click on the "Invite" button. An invitation will be sent to the accountant.
Accountant acceptance:
The accountant will receive an email invitation to access your QuickBooks Online account. They will need to accept the invitation to establish the connection.
Confirmation:
Once the accountant accepts the invitation, you'll receive a notification confirming that they've been added to your QuickBooks Online account.
27 мар 2024