- Log into QuickBooks Online as either the Master Administrator or Company Administrator.
- Click on the gear icon, located in the top-right corner.
- Within the Your Company section, click Manage Users.
- From within the Manage Users page, click the Invite Accountant button.
- In the mini interview that appears, enter email address firstname.lastname@example.org into the Accountant’s email address field.
- Click Next.
- Click Finish
I will accept the invitation. You will be notified by QuickBooks. I will be able to view your QuickBooks records. A record of my access (as well as all other users) is maintained in a log file within QuickBooks.