Your bookkeeper and/or accountant should have access to your Quickbooks Online (QBO) file as an accountant.
Follow the steps below to invite them as an accountant:
- Login to your account
- Click on the gear icon on the top right.
- A pop-up menu will appear.
- Click on “Manage users.”
- Two tabs are visible: Users and Accountants
- Click on “Accountants” tab.
- Click on the “Invite” button the right side.
- A new page will open.
- Type the first name, last name and the email address of your bookkeeper/accountant.
- Click on “Save” at bottom right.
- Back in the “Accountants” tab, the bookkeeper and their email address shows with invited status.