Each QBO plan includes two accountant users, at no additional cost. The level of access the accountant user has is identical to that of the company administrator. Accountant users can access all areas of QuickBooks. This includes adding users, editing passwords, and managing your QuickBooks subscription. You should be extremely careful with who you give this level of access to; ideally, it should be limited to your CPA, tax preparer, or bookkeeper.
Go through the following steps to invite an accountant to access your QuickBooks data:
- Click on the gear icon and select Manage Users from the company info column, as shown in the following screenshot:
- On the Manage users page, click on Accounting firms, as shown in the following screenshot:
- Click on the Invite button, as shown in the following screenshot, to invite your accountant to access your QuickBooks data:
- Enter the name and email address of your accountant, as shown in the...
