How To Add & Manage Accountant Users in QuickBooks Online

In this article, we are going to understand how to manage accountant users in QuickBooks Online. QuickBooks Online authenticates you to send an invitation to join multiple users through the Manage Users page.QBO allows you to add, delete, or change a user’s access with the help of setup User Management. Read the blog till last to know all the information like how to add an accountant to quickbooks online, and how to invite accountant quickBooks online. Let’s go!

How to add Accountant to Quickbooks Online

From here, you will learn the steps on how to invite accountant to qbo. If you want to give the account access to your company, then you need to do the following simple steps listed down:

Step 1. Invite your accountant

• The first step is to log in as an admin to Quickbooks Online.
• Now click on the Setting/Gear icon
• In the settings option, click on “Manage  Users” 
• Now after clicking one manage user, you can see the Accounting firms.
• Enter the email address if you are inviting the accountant for the first time, Now click on the invite option.
• If you want to add a second accountant, you need to click on the invite, enter their name and email address, and click the save option. 
• A link will be sent to an accountant for sign-in to your QBO company. Through the link, you will be asked to create a user ID if they don’t have an accountant with Intuit Business Services and are trying to sign in for the first time.  
• Now their status becomes active if they accept the invitation. 

Tips: If you do not have a quickbooks online account then set up a QBO account through the sign-up procedure.  Change the password or user ID if in case you are not able to Sign in to your existing account 

Step 2. See the results of Inviting your Accountant

• The invitation will be sent to your accountant through email. When they will accept your invitation, the status will be changed from Invited to Active. 
• If they already have QuickBooks Online for Accountants (QBOA), then the accountant will receive a link to access your QuickBooks Online company. They just need to sign up for it if they don’t register yet.
• They can use all the features in Quickbooks Online Version by signing up.
• You can only invite two accountants.
• Accountant users can undo whole reconciliations, reclassify transactions, and write off bills which are the additional privileges of accountant users.

Steps to add Accounting Team in QuickBooks Online Accountant

These are some of the steps to add an accounting team to QuickBooks online accountant.

Steps to Add a New Team Member

• First, you need to log in to your QuickBooks Online Accountant with admin credentials, or with any other user with full access permissions.
• Next, look for the Team menu and click on it.
• Now, click on Add User.
• Insert the team member’s info, then click on Next.
• Go to the Access dropdown, and click on the access level, then click on Next.
• Choose the clients for whom you want to be your team member and want to give admin permissions.
• When you have done this, click on Save.

How to Edit a Team Member’s Info

• First, you need to log in to your QuickBooks Online Accountant with admin credentials, or with any other user with full access permissions.
• Next, look for the Team menu and click on it.
• Now, click on the Access tab.
• Look for the team member and click on Edit in the Action column.
• You can make any changes if you want.
• When you have done with the above steps, then click on Save.

How to Remove a Team Member

You are only allowed to make members inactive so that these members do not appear in the Team menu. but, you cannot completely delete them. 

• First, you need to log in to your QuickBooks Online Accountant with admin credentials, or with any other user with full access permissions.
• Next, look for the Team menu and click on it.
• Now, click on the Access tab.
• Look for the team member and click on Edit in the Action column.
• Next, click on the Status ▼ dropdown, and click on Inactive.
• At last, click on Yes to confirm.

How to make Inactive Members Active again

• First, you need to log in to your QuickBooks Online Accountant with admin credentials, or with any other user with full access permissions.
• Next, look for the Team menu and click on it.
• Now, click on the Access tab.
• Later look gear icon ⚙ on the top of the list.
• Choose the Include Inactive checkbox.
• Next, look for the team inactive member and click on Edit in the Action column.
• Go to the Status▼ dropdown, and click on Active.
• Click on Yes to confirm.

Why do you need to Add & Manage accountant users in QuickBooks Online

The necessity to do this is described below, simply check out the points listed for you.

• If your accountant has a QuickBooks Online for Accountants Subscription and you are willing to invite your accountant. At that moment, a link sent from you will authorize your accountant to access your QBO company
• If your accountant doesn’t have QuickBooks Online for Accountants Subscription and you are willing to invite your accountant. At that moment, a link sent from you will not be helpful for your accountant to access your QBO company until signing up. They’ll have the offer to sign up when you send them an invitation. (Note: Signup to QuickBooks Online is free and also authorized them to access your QBO company without paying any charges or cost.)
• Your accountant is authorized to access all of the features available in your version of QBO.
• You can invite a maximum of two accountants
• Accountant users have additional privileges allowing them to undo whole reconciliations, reclassify transactions and write off invoices.

Conclusion

We hope you collect information through this article and now you’ll be able to manage accountant users in QuickBooks Online and also get the solution to how to add an accountant to QuickBooks Online by following the above-mentioned steps. But if you are having comments or questions related to this article then drop your comments in the comments section where our expert team read your comments and instant reply to them. To get connected and talk with our Proadvisors, you need to make a call on our 24/7 technical error support helpline number +1-844-405-0904 and make your session more interactive.