How To Easily Add Accountant in QuickBooks Online! {Made Simple}

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Allowing your accountant into your QuickBooks environment opens the door for them to comb through your financial structure with care, spot and correct errors, and work closely with you on anything that looks amiss. If they’re using QuickBooks Online Accountant, they’ll have access to enhanced capabilities—such as reversing entire reconciliations, moving transactions into proper categories, and writing off invoices that have overstayed their welcome.

If your business setup calls for more than two accountants, you might want to consider upgrading to QuickBooks Online Advanced, which is designed for more robust team involvement.

One important detail: accountants aren’t counted against your standard user limit—unless you assign them as your company’s main admin. If you're managing user roles, there's a separate process for adding and adjusting everyday users within QuickBooks Online.

For ease of use, it’s best to open this guide while inside QuickBooks Online in the side-by-side view. That way, you can follow along without switching back and forth.

If you're uncertain or hit a snag, QuickBooks Live can assist with adding users and managing roles.

Inviting Your Accountant

1. Sign in to QuickBooks Online as the main admin user.

2. Click the gear icon and go to “Manage users.”

3. Select the tab labeled “Accountants” or “Accounting firms.”

4. Enter your accountant’s email address, then click “Invite.”

What Happens Next

Your accountant will receive an invitation by email. Once they accept, their status in your user list will shift from “Invited” to “Active.”

If they already use QuickBooks Online Accountant, they’ll be able to connect immediately. If not, they’ll need to create a free account first—after which they’ll have access to the same set of tools you use.

Removing an Accountant

Keep in mind that accountants can’t remove themselves or other accountants. If you need to remove someone from your account, the main admin has to handle it.

1. Log into QuickBooks Online as the main admin.

2. Head to Settings and select “Manage users.”

3. Navigate to the “Accountants” or “Accounting firms” tab.

4. Locate the accountant you want to remove.

5. In the Action column, click “Delete,” and confirm when prompted.

This rewritten version aims to maintain a conversational yet professional tone, similar to speaking with a knowledgeable support representative who walks you through the steps clearly and directly

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For assistance with Add your Accountant in QuickBooks Online ❞, please feel free to contact our support team at 1.855-389-9729 or 1.855*389*9729. We can assist with installation, setup, and troubleshooting.