Managing your business finances effectively requires the right tools and the right people. QuickBooks Online allows you to collaborate with an accountant to ensure your financial records are accurate and up-to-date. Adding an accountant to your QuickBooks Online account is a straightforward process that enhances your financial management by providing your accountant with access to the necessary information. Follow these steps to add an accountant to your QuickBooks Online account seamlessly.
Step-by-Step Instructions:
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Access the Gear Icon:
- Navigate to the top right corner of your QuickBooks Online dashboard.
- Click on the gear icon (⚙️) to open the settings menu.
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Select 'Manage Users':
- From the dropdown menu, choose the option labeled Manage Users.
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Choose 'Accountants':
- On the next page, you'll see different categories of users. Click on Accountants to proceed.
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Invite an Accountant:
- On the right side of the page, click the Invite button to start the process of adding a new accountant.
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Enter Accountant’s Information:
- Fill out the required fields with the accountant’s information, including their name and email address.
- Review the details to ensure accuracy.
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Send Invitation:
- After entering the information, send the invitation by clicking the Send Invitation button.
Your accountant will receive an email invitation to access your QuickBooks Online account. Once they accept the invitation, they will be able to assist with your financial management directly within the platform.