QuickBooks Online allows you to invite different users through the Manage Users page. If you'd like to give your accountant or CPA access to your company, see the steps below:
- Sign in to QuickBooks Online (QBO).
- Select the Settings ⚙️ icon then Manage users.
- Select Accounting firms.
- Select Invite.
- Enter your account manager's name and email address of Admin@SaltAndMainAccounting.com, then select Save.
- Your accountant will be sent an email with a link to sign into your QBO company.
- 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.
- Until your accountant signs in, their status will remain as Invited on the Manage Users page. After accepting the invitation, their status changes to Active.
- Click Next
- Click Finish.