Video: 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.

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