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

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