Share Quickbooks with Accountant

Total Time: 5 minutes

1. Step One

   You need to first login to your QuickBooks account.

2. Step Two

   Then click on the Gear button and click on Manage Users.

3. Step Three

   Now scroll down to the Accountants section & click on the Invite Accountants tab.

4. Step Four

   Here you would need to enter your CA’s email ID with your first and last name, they are not mandatory.

5. Step Five

   Now on the email ID provided, a link will be sent to your accountant.

6. Step Six

   Now here, your accountant will have to sign in and will have to create a unique email ID.

7. Step Seven

   Until he signs in, the status will remain as “Invited”. Once accepted your accountant will be active on Quickbooks.