09/13/2026
It's always a good idea to give your accountant direct access to QBO. If not for bookkeeping and/or reconciliation purposes, then your accountant should have access to your QBO file because they know what they need and how to get it for tax preparation and/or planning purposes, they can review data entered for accuracy and compliance and make adjustments as needed, and they know how to fix things easier and quicker.
Adding your accountant to QuickBooks Online (QBO) is easy!
Follow these steps to add your accountant:
1️⃣Click the Gear icon in the upper-right corner to open Settings
2️⃣Select Manage Users
3️⃣Go to the Accountants or Accounting Firms tab
4️⃣Click Invite Accountant
5️⃣Enter Accountant First & Last Name and Email Address
6️⃣Click Save or Send
Check out my blog post for the same instructions, but with pictures ➡️ https://www.wissingercpa.com/post/add-your-accountant-to-qbo
🔗 Visit: www.wissingercpa.com
📧 Email: [email protected]
📲 Text/Call: (302) 531-7952
Email, text, or call me to discuss how I can help with any of your business and personal accounting & tax needs! 😊