HOW TO INVITE US TO QUICKBOOKS ONLINE

QuickBooks Online Invite for Accountant

Below are 6 simple steps to grant us access to QuickBooks:

There is a difference between a company admin or standard user invite compared to the “accountant” user invite. Inviting us as an “accountant” gives usaccess your QuickBooks Account remotely.

Steps from screenshots below:

  1. Click the gear icon in the upper right hand corner of your screen
  2. Listed under the “Your Company” section you will see a link “Manage Users”. Click “Manage Users“.
  3. Click the tab at the top titled “Accounting Firms
  4. Click the green “invite” button,
  5. Enter [email protected]
  6. Click the green “Save” button at the bottom of your screen. That’s it you’re done!

You’re done. Thank you!