QuickBooks Online Tutorial: Add A New User and Invite Your Accountant

add accountant to quickbooks online

Inviting accountants for QuickBooks online is not a complicated process at all. Read on to know more about how to add an Accountant to QuickBooks Online.

After accepting the invitation, their status changes to Active. Your accountant will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services. Your accountant will be sent an email with a link to sign into your QBO company. This site contains free bookkeeping and accounting courses and is ideal for anyone looking to learn finance, bookkeeping or accounting. This site contains information on double-entry bookkeeping, basic accounting, credit control, business planning, etc.

How to assign Primary Admin to your Accountant into QuickBooks Online to Invite and Remove Accountant from QuickBooks Online?

So, this represents a substantial change in the capabilities of QuickBooks Online Accountant for your accounting firm. QuickBooks Online Accountant is a way for accounting firms to grow their business with a reputable and reliable software partner. Read our in-depth QuickBooks Online Accountant review to find out if this cloud-based solution is right for you, based on features, pricing and more. FreshBooks is a strong option for freelancers and independent contractors, as well as self-employed professionals on the go. FreshBooks has a client self-service portal, unlimited estimates, invoices, time tracking and expenses included in all plans.

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Track inventory and cost of goods; sync inventory with third-party platforms. Inventory management included with QuickBooks Online Plus and Advanced. From the homepage of QuickBooks Online Accountant, click Add Client in the upper right of your client list. From the homepage of QuickBooks Online Accountant, Click Add Client in the upper right of your client list. You will know that we have accepted your request when our status on the Manage Users page changes from Invited to Active. After saving, a success message will appear at the top of the screen.

Managing accountant users in QuickBooks Online

We’ll receive an email and then we’ll be able to access your account. After you invite us, we’ll have access to your books and can get started working on your assessment. We’re super-excited to start working on your Assessment, but first we need your help so we can access your account. You can set us up as your Accountant user, and there’s no extra charge from Intuit to do this. Now, on the Accounting firms tab, you will see the invitation you send, and you have an option to resend the invitation or cancel it by pressing the desired action. Locate the “Manage users” menu item under the “Your company” section.

  • Assign team members access to work on the client’s books, too.
  • If you invite your accountant and they don’t have a QBOA subscription, they’ll have a chance to sign up when you send them this invitation.
  • Grow your business with the ProAdvisor and take your business to the next level.
  • Your accountant must have QuickBooks Online Accountant to access your books.
  • If an accountant is having the subscription of QuickBooks Online Accountant then they get a chance to sign up using your invitation.

How you approach adding a client to your list varies depending on the circumstances. quickbooks online accountant We’ll discuss three common client types and how best to bring them aboard.


Already, 100 percent of ProAdvisor support for Elite and Platinum ProAdvisors are in the U.S. All Gold ProAdvisors will experience U.S.-based support by December, and Silver members by early next year. New Revenue Share Program, Books Review and Transaction Collaboration, the launch of a new QuickBooks Online Windows app, Payroll Certification, ProAdvisor Support and more. It looks like you’re using an ad blocker that may prevent our website from working properly. To receive the best experience possible, please make sure any blockers are switched off and refresh the page. Select the gear icon in the top right corner of the screen. Select theManage Usersoption under theYour Companycolumn.

add accountant to quickbooks online

This information may be different than what you see when you visit a financial institution, service provider or specific product’s site. All financial products, shopping products and services are presented without warranty. When evaluating offers, please review the financial institution’s Terms and Conditions. If you find discrepancies https://www.bookstime.com/ with your credit score or information from your credit report, please contact TransUnion® directly. After you sign up for QuickBooks Online, you’ll be able to log in to your account and access the main dashboard view. If you’re moving to QuickBooks from another accounting software, you can import your existing files to your new account.