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To Share Quickbooks with Accountant, You need to perform mentioned below steps:
Total Time: 5 minutes
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Step One
You need to first login to your QuickBooks account.
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Step Two
Then click on the Gear button and click on Manage Users.
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Step Three
Now scroll down to the Accountants section & click on the Invite Accountants tab.
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Step Four
Here you would need to enter your CA’s email ID with your first and last name, they are not mandatory.
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Step Five
Now on the email ID provided, a link will be sent to your accountant.
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Step Six
Now here, your accountant will have to sign in and will have to create a unique email ID.
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Step Seven
Until he signs in, the status will remain as “Invited”. Once accepted your accountant will be active on Quickbooks.
Need Professional Help?
If you still face issues and are not able to share QuickBooks online or pro or enterprise with your accountant then you can give us a call to us. Dial our toll free Quickbooks support number at Chat now.
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