Can you invite an accountant on the QuickBooks app?

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


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.

Was this answer helpful? Yes No
IntuitMaryL , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.