It’s tax time and you are probably wondering – what should you give your tax preparer to do your company’s tax return? Actually, you don’t have to worry because you can share access to QBO directly to your accountant.
The best way to get the most out of your QuickBooks is to invite your accountant to work directly in your books so that they can get everything they need for tax time. It’s very easy, and this is how to invite your accountant to QuickBooks Online.
Just go to gear icon and select Manage Users
Do you see this section which says Accounting Firms? Just click “Invite Accountant”
Enter your Accountant’s email address, first name and last name.
Just click “Next“, and click “Finish“.
That’s how easy it is to invite your accountant.
Your accountant will receive an email that contains the link for signing in to your company. She will be asked to create a user ID if its her first time to sign in. This entails no cost to you.
Until your accountant signs in, their status on the Manage Users will remain as “Invited“. The status will change to “Active” after the invitation has been accepted.
Please note that your accountant will have access to all the features available in your QBO. You will also be able to invite up to two accountants.
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