How to invite me to view your QuickBooks Online accounts

  1. Log into QuickBooks Online as either the Master Administrator or Company Administrator.
  2. Click on the gear icon, located in the top-right corner.
  3. Within the Your Company section, click Manage Users.
  4. From within the Manage Users page, click the Invite Accountant button.
  5. In the mini interview that appears, enter email address into the Accountant’s email address field.
  6. Click Next.
  7. 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.


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