Invite Your Accountant or Bookkeeper:
1. From your home screen, click on the Gear Icon.
2. Beneath the heading Your Company – click on Manage Users.
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3. On the Manage Users page, click on Invite Accountant.
4. Enter your accountant’s (or bookkeepers) name and email address into the text boxes and click NEXT and FINISH.
5. Your accountant (bookkeeper) will get an email with a link to your QuickBooks.
6. Until your accountant (bookkeeper) signs in, their status on the Manage Users page is “Invited“. After accepting the invitation, their status changes to “Active“.