Skip to main content

How to Add an Accountant to QuickBooks Online

· 3 min read
Debits

Introduction​

Adding an accountant to your QuickBooks Online account can streamline your accounting processes and ensure your financial records are managed professionally. QuickBooks Online makes it easy to give your accountant access to your financial data, allowing for better collaboration and more accurate bookkeeping. This guide will walk you through the steps to add an accountant to your QuickBooks Online account.

Why Add an Accountant to QuickBooks Online?​

Having an accountant manage your QuickBooks Online account provides several benefits:

  • Expertise: Professional accountants bring expertise and experience, ensuring your books are accurate and compliant with tax laws.
  • Time Savings: Accountants can handle complex accounting tasks, freeing up your time to focus on your business.
  • Financial Insights: Accountants can provide valuable insights and advice based on your financial data.

Steps to Add an Accountant to QuickBooks Online​

Follow these steps to add an accountant to your QuickBooks Online account:

Step 1: Log In to QuickBooks Online​

  1. Open QuickBooks Online: Navigate to the QuickBooks Online website and log in with your credentials.

Step 2: Access the Manage Users Menu​

  1. Go to the Gear Icon: Click on the Gear icon located in the upper right-hand corner of the dashboard.
  2. Select Manage Users: From the dropdown menu, under the 'Your Company' section, select 'Manage Users'.

Step 3: Invite Your Accountant​

  1. Add User: Click on the 'Add user' button.
  2. Select Accountant: Choose 'Accountant' as the user type. This option allows your accountant to access all necessary financial information without altering your admin settings.
  3. Enter Accountant’s Email: Input your accountant's email address in the provided field. Make sure you enter the correct email address to ensure they receive the invitation.
  4. Send Invitation: Click 'Save' to send the invitation. Your accountant will receive an email with instructions on how to access your QuickBooks Online account.

Step 4: Confirm Accountant’s Access​

  1. Check Invitation Status: You can view the status of the invitation in the 'Manage Users' section. The status will change to 'Active' once your accountant accepts the invitation.
  2. Accountant’s Access: Once your accountant has accepted the invitation, they will have access to your QuickBooks Online account and can start managing your financial data.

Best Practices for Adding an Accountant​

  • Verify Credentials: Ensure your accountant is certified and trustworthy before granting access to your financial records.
  • Regular Communication: Maintain regular communication with your accountant to stay updated on your financial status and address any concerns promptly.
  • Monitor Access: Periodically review who has access to your QuickBooks Online account and update permissions as necessary.

Conclusion​

Adding an accountant to QuickBooks Online is a simple process that can significantly benefit your business by leveraging professional expertise and improving the accuracy of your financial records. By following the steps outlined in this guide, you can ensure a smooth and secure collaboration with your accountant.