You can grant your accountant access to your QuickBooks Online account by following these steps:
1. Navigate to the "Accountant" Section
- Log in to your QuickBooks Online account.
- Click on the "Gear" icon in the upper-right corner.
- Select "Accountant" from the menu.
2. Invite Your Accountant
- Click on the "Invite Accountant" button.
- Enter your accountant's email address and choose the "Accountant" role.
- Click "Invite".
3. Review and Confirm
- Your accountant will receive an email with a link to accept the invitation.
- Once they accept, they will have access to your QuickBooks Online account.
4. Manage Accountant Access
- You can manage your accountant's access by clicking on the "Accountant" tab in your QuickBooks Online account.
- You can add or remove accountants, change access levels, and set permissions for specific tasks.
5. Sharing Specific Data
- You can share specific data with your accountant by exporting reports or using the "Send to Accountant" feature.
- This allows your accountant to access the information they need without needing full access to your entire account.
Note: You can also set up "Limited Access" for your accountant, allowing them to view specific data but not make changes.
By following these steps, you can easily grant your accountant access to your QuickBooks Online account and ensure they have the information they need to provide you with accurate and timely financial services.
