How To Add & Manage Accountant Users in QuickBooks Online

This article is all about how to manage accountant users in QuickBooks Online. QuickBooks Online authenticates you to send an invitation to join multiple users through the Manage Users page. QBO allows you to add, delete, or change a user’s access with the help of setup User Management. To add, delete, or change a new user, it is mandatory to have a Master Administrator panel/rights or Company Administrator panel. Are you wondering? Stop seeking other QB services because Wizxpert services will help you come out from complex QB issues. If the issue continues contact our QuickBooks Proadvisor Toll-Free:+1-844-405-0904

How to add an accountant to QuickBooks Online

From here, you will learn the steps taken to manage & add an accountant in QuickBooks Online. If you want to give the account access to your company, then you need to do the following simple steps listed down:

Step 1. Invite your accountant

  • You need to log in to your Quickbooks Online as an admin.
  • After that, you need to click on the gear icon or you can say setting ⚙️.
  • After clicking on the setting you need to click on Manage users.
  • Now you can see the Accounting firms.
  • Now you have to enter the accountant’s email address in case you are inviting the accountant for the first time, after entering you have to select Invite.
  • If you want to add a second accountant then you need to click on Invite and then enter their name and email address and then click on save.
  • An email with a link will be sent to sign in to your QBO company to your accountant. They will be asked to create a user Id if they don’t already have an account with Intuit Business Services and trying to sign in for the first time.
  • Your accountant’s status on the Manage users page will always be Invited until they log in. Their status becomes Active if they accept the invitation.

Note: If you are not having a QuickBooks Online account yet then first set up a QBO account first through the signup procedure. If you already have an account but are unable to sign in to the account then you need to change your password or user id in QuickBooks Online, and move to further steps.

Step 2. See the results of inviting your accountant

  • The invitation will be sent to your accountant through email. When the status on the Manage Users page switches from Invited to Active, it means they accepted your request.
  • If they already have QuickBooks Online for Accountants (QBOA), your accountant will receive a link to access your QuickBooks Online company. They just need to sign up for it if they don’t register yet.
  • They can use all of the features in your version of QuickBooks Online for no charge by signing up, which is free.
  • You are eligible to invite only two accountants.
  • Accountant users can undo whole reconciliations, reclassify transactions, and write off bills which are the additional privileges of accountant users.

Steps to add accounting team in QuickBooks Online Accountant

Steps to add a new team member

  • First, you need to log in to your QuickBooks Online Accountant with admin credentials, or with any other user with full access permissions.
  • Next, look for the Team menu and click on it.
  • Now, click on Add user.
  • Insert the team member’s info. And next click on Next.
  • Go to the Access dropdown, and click on the access level. And click on Next.
  • Choose the clients for whom you want to be your team member and want to give admin permissions.
  • When you have done this, click on Save.

How to edit a team member’s info

  • First, you need to log in to your QuickBooks Online Accountant with admin credentials, or with any other user with full access permissions.
  • Next, look for the Team menu and click on it.
  • Now, click on the Access tab.
  • Look for the team member and click on Edit in the Action column.
  • You can be made any changes if you want.
  • When you have done with the above steps, then click on Save.

How to remove a team member

You are only allowed to make members inactive so that these members do not appear in the Team menu. but, you cannot completely delete them. 

  • First, you need to log in to your QuickBooks Online Accountant with admin credentials, or with any other user with full access permissions.
  • Next, look for the Team menu and click on it.
  • Now, click on the Access tab.
  • Look for the team member and click on Edit in the Action column.
  • Next, click on the Status ▼ dropdown, and click on Inactive.
  • At last, click on Yes to confirm.

How to make inactive members active again

  • First, you need to log in to your QuickBooks Online Accountant with admin credentials, or with any other user with full access permissions.
  • Next, look for the Team menu and click on it.
  • Now, click on the Access tab.
  • Later look gear icon ⚙ on the top of the list.
  • Choose the Include Inactive checkbox.
  • Next, look for the team inactive member and click on Edit in the Action column.
  • Go to the Status▼ dropdown, and click on Active.
  • Click on Yes to confirm.

Why do you need to add & manage accountant users in QuickBooks Online

The necessity to do this is described below, simply check out the points listed for you.

  • If your accountant has QuickBooks Online for Accountants Subscription and you are willing to invite your accountant. At that moment, a link sent from you will authorize your accountant to access your QBO company
  • If your accountant doesn’t have QuickBooks Online for Accountants Subscription and you are willing to invite your accountant. At that moment, a link sent from you will not be helpful for your accountant to access your QBO company until signing up. They’ll have the offer to sign up when you send them an invitation. (Note: Signup to QuickBooks Online is free and also authorized them to access your QBO company without paying any charges or cost.)
  • Your accountant is authorized to access all of the features available in your version of QBO.
  • You can invite a maximum of two accountants
  • Accountant users have additional privileges allowing them to undo whole reconciliations, reclassify transactions and write off invoices.

The Bottom Line

We hope you collect information through this article and now you’ll be able to manage accountant users in QuickBooks Online and also get the solution to how to add an accountant to QuickBooks Online by following the above-mentioned steps. But if you are having comments or questions related to this article then drop your comments in the comments section where our expert team read your comments and instant reply to them. To get connected and talk with our Proadvisors, you need to make a call on our 24/7 technical error support helpline number +1-844-405-0904 and make your session more interactive.

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