Can you invite an accountant on the QuickBooks app?

How do you invite an accountant from the QuickBooks apps on an iPad?

Answer

2 people found this helpful

Good day, knzollman,

I'm here to help invite your accountant.

You must be logged into QBO through a web browser to be able to invite an accountant. Please see the steps below:

  1. Select the Gear icon at the top.
  2. Choose Manage users.
  3. Select the Accountants tab.
  4. Invite your accountant.
  • If this is your first time adding an accountant, enter your accountant's email and select Invite.
  • If you've added an accountant already, select Invite accountant at the upper right then enter the accountant's name and email address. Select Save.

Your accountant will receive an email invitation with instructions for signing in to your company.

Here are some helpful articles: Add or remove an accountant user in QuickBooks Online and QuickBooks Online mobile app feature comparison.

Let me know if there's anything else I can be of help.

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IntuitMaryL , Community Support Specialist
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