A six-step guide to inviting an accounting firm in QuickBooks Online
Adding an accountant user to your QuickBooks Online account can streamline your financial management and improve collaboration. To help guide you through this process, we've provided an interactive guide made with Scribe, as well as step-by-step instructions with photos available for download below. This ensures you can seamlessly invite your accounting firm to collaborate and manage your financials with ease.
Inviting an Accounting Firm in QuickBooks Online
Navigate to https://qbo.intuit.com/app/homepage
Click the settings (Gear) Icon
Click "Manage users"
Click "Accounting firms"
Click "Invite"
Fill in the Accountants information then hit "Save"
View/Download Instructions with photos