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  • Writer's pictureJessica Chang

Inviting Your Accountant to Your QBO: Numbers Are Better with a Sidekick!



Everyone needs a little bit of help now and again. If you need help with your books, here is how to invite your accountant to QBO:

Inviting Your Accountant to Access Your Books

  • Login to QBO as an admin user

  • Gear icon

  • Manager Users

  • Click the "Accounting Firms" tab

  • Invite

  • Enter the accountants First Name, Last Name, and email address they have provided you

  • Save

This will send your accountant an invitation email. Once they accept the invitation, they will be able to access your account as an admin user.


ProTip: Ask your accountant for the email address they would like you to enter. The email address they use for communication may not be the one linked to their QBO Accountant account.


ProTip2: Let your accountant know when you have sent the invitation. Sometimes the invitations will go to their spam folder and they will not see the email.



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