How to add accountant users in Quickbooks Online

We will need accountant-level access when we review your books and migrate you into Xero.

 

 

Please follow these steps to add myteam@accountingprose.com to your Quickbooks Online account: 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select Settings , then select Manage users.
  3. Select the Accountants or Accounting firms tab.
  4. Enter your accountant’s email address, then select Invite.

 

If you no longer want us to access your Quickbooks account, please follow these steps to remove myteam@accountingprose.com.

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings , then select Manage users.
  3. Select the Accountants or Accounting firms tab.
  4. Find the accountant you want to remove.
  5. In the ACTION column, select Delete.
  6. Select Delete