To provide your accountant with access to your QuickBooks Online account, you will need to set up their user profile and grant them the necessary permissions.
Here’s what you need to do:
- Create an Accountant User:
- Log in to your QuickBooks Online account as the primary user (admin).
- Click on the gear icon in the upper right corner to access the settings menu.
- In the “Your Company” section, select “Manage Users.”
- Click the “Invite Accountant” button.
- Enter Your Accountant’s Email:
- Enter your accountant’s email address in the provided field.
- You can add a message if you wish, and then click “Next.”
- Set User Permissions:
- QuickBooks Online will prompt you to select the accountant’s role. Choose “Accountant.”
- You can customize the user’s access to specific areas, but typically, the “Accountant” role provides the necessary permissions for accountants to work efficiently.
- Review and Confirm:
- Review the information you entered and the permissions you assigned.
- Click the “Invite” button to send the invitation to your accountant.
- Your Accountant’s Acceptance:
- Your accountant will receive an email invitation. They need to accept the invitation to access your QuickBooks Online account.
- Once they accept, they will be able to log in using their Intuit account or create one if they don’t have one.
- Collaborate with Your Accountant:
- Your accountant can now access your QuickBooks Online account to review, edit, and work on your financial records, helping with tasks like reconciliation, financial reporting, tax preparation, and more.
Communicate with your accountant during this process to ensure a smooth transition and collaboration. Your accountant may have specific preferences or additional steps they would like you to follow.
Remember that you can have multiple users with varying roles in your QuickBooks Online account, so you can collaborate with your accountant and other team members as needed while maintaining control over access and permissions.
