How to invite me as an accountant to be able to look at your QuickBooks Online records

As the owner of a QuickBooks company subscription, you have complete control to invite users, define their roles and information viewable, and track the activities of each user. Often one of the first tasks is to invite an accountant to help complete setup, add advanced functions and enable an informed discussion on the business finances. QuickBooks maintains rigorous security protocols integrated throughout the user’s experience.

Here are the straightforward steps to invite me to look at your accounting files:

  1. Open QuickBooks Online.
  2. Click on the Gear Icon in upper right corner of screen
  3. Select “Manage Users”
  4. Click on “Accounting firms” tab
  5. Select “Invite”
  6. Type “Tony Novak” at email address “”
  7. Click “Save”.
  8. I will confirm when I am connected.

Find video instructions and more information here: