Inviting your accountant to your QBO file

Here’s what the accountant invitation screen looks like in QuickBooks Online, and how to get there:

1. Log in to QuickBooks Online and click the Settings ⚙️ icon in the top right corner.
2. Select Manage users from the dropdown menu.
3. Navigate to the Accounting firms tab.
4. Click the Invite button.
5. Enter your accountant's name and email address.
6. Click Save to send the invitation.

Your accountant will receive an email invitation to access your QuickBooks Online account. Once they accept, they'll have secure access to your financial data, allowing for streamlined collaboration.

👉 Need a visual guide? Here’s a helpful YouTube tutorial:

• How to Add Accountants to Your QuickBooks Online
• Watch the video