How to Add an Accountant in QuickBooks Online Easily!

How to Add an Accountant in QuickBooks Online Easily!

This video displays a clear step-by-step guide showing you how to add an accountant to your QuickBooks Online profile.

Adding an Accountant in QuickBooks Online in 4 simple steps

When working with complicated journal entries and financial statements, you might be interested in adding an accountant to your QuickBooks Online account to make your life much easier.

Below are the 4 easy steps required to add an accountant to your QuickBooks Online profile …

  1. From the QuickBooks Online dashboard, navigate to the settings tab and select Manage Users from the dropdown menu.
    navigating to the manage users tab in quickbooks online to add an accountant to your quickbooks online profile
  2. Then select Add User at the top right of the Manage Users homepage.
    add a user to your quickbooks online account
  3. Once the “Add a New User” menu appears, select Company Admin then click “This user is my accountant“. Once finished, select Next.
    select company admin and this user is my accountant on this tab in quickbooks online
  4. Then, just have to login in and send the invitation to your accountant and you’ll be good to go!

Conclusion

Add an Accountant in QuickBooks Online Easily! From the main dashboard, click the settings icon, select manage users, go to the right side, and click add user. Select admin and navigate to the right, click next, and verify.

Once you’ve completed these steps, you’ve successfully added an accountant to your QuickBooks Online profile, making it easier to manage your company’s accounting and finances.

QuickBooks Online Integrations: Enhance Your Workflow

Did you find this tutorial helpful? Streamline your QuickBooks Online experience even further with a QuickBooks Online payment processing integration. Explore how integrating QuickBooks Online with tools like EBizCharge can enhance your workflow, automate processes, and boost productivity. Unlock the full potential of your QuickBooks environment today!

Related QuickBooks Online Videos

  • How to Merge Accounts - Quickbooks

    How to Merge Accounts in QuickBooks Online in One Minute

  • How to Create a Journal Entry - Quickboooks

    How to Create a Journal Entry in QuickBooks Online Quick!

  • How to Print a Paystub - Quickbooks

    How to Print a Pay Stub in QuickBooks Online: Done Quick!

  • How to Add an Accountant - Quickbooks

    How to Add an Accountant in QuickBooks Online Easily

  • How to Delete a Deposit - Quickbooks

    How to Delete a Deposit in QuickBooks Online in 2 Steps

  • How to Create an Invoice - Quickbooks

    How to Create an Invoice in QuickBooks Online: It's Easy!

  • How to Void a Check - Quickboooks

    How to Void a Check in QuickBooks Online: Made Simple!

  • How to Reconcile - Quickbooks

    How to Reconcile a Bank Statement in QuickBooks Online: The Easy Way!

Credit Card Processing Blog

Articles, guides, and more to help your business grow.

Articles, guides, and more to help your business grow.

Read Our Blog

Learning Center

Insightful information on aspects of the payment industry,

Insightful information on aspects of the payment industry,

Explore our Knowledge Base

No risk. No better time to
get started.

No risk. No better time to get started.

No hidden fees | $0 support costs | $0 cancellation costs