How to add a bookkeeper or accountant to your QBO account

Here are the steps you need to follow to invite an accountant user to your QBO account.

1. Login
2. Go to “Manage users”
3. click on “accounting firms” tab
4. Click “invite”
5. Enter the new user email address (this address is provided by your bookkeeper or accountant)
6. Click “save” – you are all set.

A second way if to simply enter the firm’s QBO number.

Follow the same steps as above and then instead of adding the user details, choose to enter their user ID. This ID is also provided by the bookkeeper or accountant you are trying to add.

The invitation expires after 30 days if it has not been accepted. You can easily remove access by accessing your users, and clicking delete.

Questions? Send them over here