Adding an accountant to your QuickBooks Online (QBO) account is easy. This process allows your accountant to access your financial data. They can review your books, make corrections, and assist with tax preparation. One of the benefits of this feature is that accountant users do not count toward your user limit, making it a cost-effective collaboration.

Here's a step-by-step guide to help you add an accountant in QuickBooks Online:

Step 1: Sign In as Primary Admin

Step 2: Access the Manage Users Section

Step 3: Navigate to the Accountants Tab

Step 4: Invite Your Accountant

Your accountant will receive an email invitation with instructions to access your QBO account. Once they accept the invitation, their status in the Manage Users page will change from "Invited" to "Active."

Key Considerations

When adding an accountant, keep these points in mind:

User Limits

Most QuickBooks Online plans allow you to invite up to two accountant users without impacting your user limit. If you need to add more, consider upgrading to QuickBooks Online Advanced.

Accountant Tools

Accountant users have access to special tools. These tools help them undo reconciliations, reclassify transactions, and write off invoices. Such tools are valuable for ensuring accurate financial records.

Security Permissions

Accountants have full access to your financial data. However, they cannot remove other users or themselves from your account. It is important to trust the accountant to whom you are granting access.

Removing an Accountant

If you no longer want an accountant to have access, you can remove them. Go to the Manage Users page, select the Accountants tab, and choose the option to delete their access.

By following these steps, you can easily collaborate with your accountant. This helps make your financial records accurate and up-to-date.