To Share Quickbooks with Accountant, You need to perform mentioned below steps:
Total Time: 5 minutes
You need to first login to your QuickBooks account.
Then click on the Gear button and click on Manage Users.
Now scroll down to the Accountants section & click on the Invite Accountants tab.
Here you would need to enter your CA’s email ID with your first and last name, they are not mandatory.
Now on the email ID provided, a link will be sent to your accountant.
Now here, your accountant will have to sign in and will have to create a unique email ID.
Until he signs in, the status will remain as “Invited”. Once accepted your accountant will be active on Quickbooks.
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