If you are currently subscribed to QuickBooks Online, you can grant accountant's access of your company to the firm.
In order to do this, send out a new invite as follows using our QuickBooks Administrator's email address (firstname.lastname@example.org). From there, our QuickBooks Administrator will delegate access as needed to the partner and/or staff person working on your account.
- Select the Gear icon on the Toolbar, then Manage Users.
- In the Accounting Firms section, select Invite Accountant.
- Enter email@example.com. Then select Next, then Finish.