Add Accountant Users to QuickBooks

1. Open the QuickBooks Online company.

2. Navigate to the gear icon à Manage Users (under the Your Company section).

3. Ensure the Accounting firms tab is selected (the total number of existing Accounting firm users displays in the name of the tab).

4. Enter the accountant’s email address (your accountant/bookkeeper and members of their firm who have been granted permission will have access to your company data).

5. Click Invite.

The accountant receives an email that contains a link to sign in to the client’s company via QuickBooks Online Accountant as an Accountant user.

© 2019 by ROI Accounting, LLC

ROI Accounting, LLC

Tel: 435-319-5605
250 N. Red Cliffs Dr. 4B-431

St. George, UT 84790

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