How do I allow access for my accountant?

I am using QuickBooks Online Essentials. How do I allow access for my accountant? I have invited them on the Manage Users, but they still ask for my username and password. Is that correct? I thought they would be invited to create their own login.

Asked on December 19, 2018 in Account Management.
1 Answer(s)

Greetings Gary!

Thanks for posting on our Community Forum.

When you go to Manage Users > Invite accountant – you will be asked to provide your accountant’s name and email address. Your accountant will receive an email – which sometimes will take a bit to receive – from which they will click on “accept” the invitation right from the email body. They will be asked to create a user ID and password if they don’t already have an Intuit user ID and password associated with their email address. You both will be able to access the company at the same time.

In case you require more assistance with this issue, you are welcome to contact our QuickBooks help and support. They should be able to help you within a very short time.

Hope this helps.




Answered on January 25, 2019.

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