Managing your finances can be a daunting task, especially for small business owners. QuickBooks Online offers a solution to this by allowing you to add an accountant to your account. This not only saves you time but also ensures that your accounting is done professionally. In this guide, we’ll walk you through the steps to add an accountant to QuickBooks Online.
Methods to Add an Accountant
Method 1: Through QuickBooks Online Dashboard
Step 1: Sign In to Your Account
First, sign in to your QuickBooks Online account. If you don’t have an account yet, you can create one here.
Step 2: Navigate to Settings
Once you’re logged in, go to the top right corner of your dashboard and click on the Gear icon to access the Settings menu.
Step 3: Select ‘Manage Users’
In the Settings menu, click on ‘Manage Users’.
Step 4: Choose ‘Accountant’ as User Type
You’ll see an option to add a new user. Select ‘Accountant’ from the dropdown list.
Step 5: Enter Accountant’s Email
Input the email address of the accountant you wish to add.
Step 6: Send Invitation
Click on ‘Send Invitation’ to send an email invite to the accountant. They will receive an email and can accept the invitation to gain access to your QuickBooks Online account.
Method 2: Through QuickBooks Online Accountant
- Sign in to your QuickBooks Online Accountant account.
- Go to the ‘Clients’ menu.
- Click on ‘Invite Client’.
- Fill in the client’s details and click ‘Send’.
â €Additional Information
You can also add an accountant through third-party applications like LiveFlow, which can turn real-time data from QuickBooks into Google Sheets reports. Learn more about LiveFlow.
Where to Find More Help
If you encounter any issues while adding an accountant, QuickBooks offers extensive support and resources. You can visit their support page for more information.
FAQ
Can I add more than one accountant to my QuickBooks Online?
Yes, QuickBooks Online allows you to add multiple accountants.
How do I add an accountant to QuickBooks Online self-employed?
The process is similar to adding an accountant to QuickBooks Online. You’ll need to go to Settings and then select ‘Accountant’ to send an invitation.
How do I change my accountant in QuickBooks Online?
You can remove your current accountant from the ‘Manage Users’ section in Settings and then add a new one.
Is an accountant a user in QuickBooks Online?
Yes, an accountant is considered a user in QuickBooks Online and will have specific permissions that you can set.
