When you purchase the Intuit QuickBooks Online edition, you can purchase the Simple Start, Essential or Plus edition. The Essential comes with 4 users; 3 for you to use and 1 so your accountant can have access to your account. The Plus comes with up to 5 users with 2 for the accountant's use. If you want to invite your Accountant to have access to your account, follow these simple steps.
All you have to do is login to your QB Online account.
Go to the Company Tab, then Manage Users. On the bottom half of that page will be a blue button for Invite Accountant. You’ll put in their company information including the accountant’s email address. It’ll prompt you as to what information to enter and where. After you’ve done this, your accountant will get an email confirmation with link so s/he can create a user name & password for their company. If you have additional questions, contact Intuit at 877-683-3280.
