How to give access to Quickbooks Online file as an accountant

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:

1. Login to your account
2. Click on the gear icon on the top right.
3. 
4. A pop-up menu will appear.
5. Click on “Manage users.”
6. Two tabs are visible: Users and Accountants
7. Click on “Accountants” tab.
8. Click on the “Invite” button the right side.
9. A new page will open.
10. Type the first name, last name and the email address of your bookkeeper/accountant.
11. Click on “Save” at bottom right.
12. Back in the “Accountants” tab, the bookkeeper and their email address shows with invited status.