Collaborating with your Accountant on QuickBooks Online

business accounting

To, click the Next on the right bottom part of your page. After that, your accountant will receive an invitation via e-mail. Let them click on the hyperlinked text and follow the on-screen instruction so that they can link to your QuickBooks company. Now that you have an accountant set up to help you manage your books, they will be able to provide access to their team members through the QuickBooks online accountant workflow.


QuickBooks Online is the cloud version of Intuit’s popular accounting software. You’ll need to sign in to your QuickBooks Online account so that you can send an invite to your accountant. Anna Grigoryan is a public accountant who provides accounting, bookkeeping and tax services to Small Business owners and individuals. She has more than ten years of professional experience in public accounting and a bachelor’s degree in Business Accounting. Anna is the founder and CEO of Taxory, an accounting firm located in Ontario, Canada.

How To Add A QuickBooks User

Taxory is a small business accounting firm providing accounting services in Mississauga, Ontario and the rest of Canada. Once you click the “Delete,” button Quickbooks warns you that the accountant will no longer be able to access your organization. If that is what you want, you can accept it and press the “Delete” button to remove your accountant from Quickbooks immediately. Your accountant will receive an email notification that she no longer has access, but the removal action occurs right away. Select the option Delete to delete the accountant from your company file access.

Go to the Gear icon on the top right of the screen in QuickBooks Online. First, click the import button on the Home Screen. Next, set up the mapping of the file column related to the QuickBooks field.

Invite Your Accountant to QuickBooks Online

I have mine blurred in this example but I will search for the “client” I’m using for this example. You’ll get a Sign in screen where it’ll ask for your Intuit ID. Enter it and click the Accept Invitation button. In this tutorial, I’ll show you how to accept an invitation to a QuickBooks Online account as an Accountant User. In this method, we’re going to click on My accountant in the left-side navigation. For this example, I’m using the Business view of QuickBooks Online.

How do I send an accountant to QuickBooks?

Send a file through the Accountant's Copy File Service. Go to the File menu and hover over Send Company File. Hover over Accountant's Copy and hover over Client Activities. Select Send to Accountant and then Next.

I can’t see the accountant tab to invite my accountant. For the Simple Start, Essentials, and Plus subscriptions, you can invite up to two accountants. On the other hand, you can invite up to three accountants for the Advanced subscription.

How to Accept a QuickBooks Online Invite as an Accountant User

Multiple users can be logged in at the same time. In the “Accounting Firms” section is an “Invite” link. Clicking the “Invite” link will send an invite to your accountant.

Click + Show all team members to see your full team member list. To give all team members access, check the top box. Assign team members access to work on the client’s books, too.

Please note that your accountant will have access to all the features available in your QBO. You will also be able to invite up to two accountants. It’s tax time and you are probably wondering – what should you give your tax preparer to do your company’s tax return? Actually, you don’t have to worry because you can share access to QBO directly to your accountant. Valerie Heckman is a senior product consultant with Intuit’s Accountant Segment.

This basically means that the account holder you nominate becomes a “lead accountant”, and they will be able to add, delete, and manage users in the same manner described above. Do you have an accountant who’s responsible for managing your business’s books? Research shows that over half of all business owners have an accountant. Assuming you use QuickBooks to track your business’s finances, you’ll probably want to invite your accountant to your QuickBooks account.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity. If an accountant is having the subscription of QuickBooks Online Accountant then they get a chance to sign up using your invitation. The accountant can access all the features that you are having into your QuickBooks Online version or edition. Go to Role column and check the accountant is listed as an Admin.

How do I give employees access to QBO?

  1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
  2. Go to the Team menu.
  3. Select Add user.
  4. Enter your team member's info, then select Next.
  5. In the Access dropdown, select an access level.

But it may be a case related to QBO defects or permissions policy when your accountant still can’t access some information or can’t make necessary changes. In this demo, we will invite Anna Grigoryan, who is the Chief accountant in Taxory, by typing her email address. Once you logged in to your Quickbooks account and opened the home page, you will see a Gear icon in the right top corner. That icon contains most of the customization settings for your Quickbooks online account.

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