It is important to choose FIRM tax instead of the user tab because the Accountant has access to powerful tools that will speed along the process:


  1. Sign in to your QuickBooks Online company.
  2. Click on the Gear Icon > Manage Users.
  3. Go to the Accounting Firms section.
  4. Enter your accountant's email address and first/last name (optional).
  5. Click Invite. They will receive an email with a link for signing in to your company.
  6. They will be asked to create a user ID before signing in the first time unless they already have an account with Intuit Business Services.
  7. Until your accountant signs in, their status on the Manage Users page is "Invited." After accepting the invitation, their status changes to "Active."
  8. Click Next and Finish.