Inviting your accountant to view your accounts is as easy as entering your accountant’s email address. If you don’t have an accountant, QuickBooks Online offers access to local accountants at the click of a button. Simply click “Find a Pro to Help” and you can narrow choices by Location, Industry Served, Service Provided, and (QuickBooks or 3rd Party QB Integrations) Product Supported. The professional advisors have profiles that list bio information, client reviews, QuickBooks certifications, contact information, as well as the ability to send a message right from the dashboard.

• Remember, effective collaboration requires transparency and clear communication.
• This is where you’ll find the option to add an accountant and manage their access.
• Under Client contact information, select whether your client is a Business or Individual and fill in their name and contact information.
• If you have clients who are currently paying for their own QuickBooks Online subscription, then you can transfer them to your wholesale discount plan in QuickBooks Online.
• Once your accountant is added, they can view your financial reports, assist with tax preparation, and provide valuable insights to help you make informed business decisions.

She has more than ten years of professional experience in public accounting and a bachelor’s degree in Business Accounting. Anna is the founder and CEO of Taxory, an accounting firm located in Ontario, Canada. Once you click the “Delete,” button Quickbooks warns you that the accountant will no longer be able to access your organization.

Intuit Workforce – Features & Set up Guide

It’s a good practice to communicate with your accountant to ensure they have received the invitation and address any questions or concerns they may have. This helps ensure a smooth onboarding process and establishes clear lines of communication between you and your accountant. Once you have successfully signed in, you’ll be directed to your QuickBooks Online dashboard, where you can access and manage your financial data.

She will make you a “Master admin,” and once you accept the invitation, login into Quickbooks, and refresh the “manage users” tab, you will see the correct permissions assigned back to you. After these changes, your accountant keeps just the “Admin” permissions. QuickBooks Online Accountant is a way for accounting firms to grow their business with a reputable and reliable software partner. Read our in-depth QuickBooks Online Accountant review to find out if this cloud-based solution is right for you, based on features, pricing and more. As an accountant user, I have access to specialized tools that will help me review and update your books.

Financial Tips

It also allows them to jump to management reports and a chart of accounts to get a higher-level look at the accounts. One particular time-saving feature https://www.bookstime.com/ is the custom bank feeds that help clean up data quickly and accurately. QuickBooks Online Accountant is free for accounting professionals.

There is a lot of education and tutorial help in the program as well. There are self-paced guides to walk you through functions, video recordings to hone your skills and webinars quickbooks online accountant to stay abreast of current changes in the field. If we are a match and depending on the service offering you need, we’ll do a discovery session to get better acquainted.

Step 3: Invite your accountant to access your QuickBooks Online account

Remember that you’re setting this first account for your Accounting firm. We’ll cover the creation of your law firm clients in a later article. Under the same screen, Manage Users, there is an option to invite your accountant. If you are adding a “Regular” or “Custom” user, it will take you to the next screen where you can set permissions.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.

Read our QuickBooks Online review to learn more about the program, and explore our QuickBooks Online comparison guide to determine which version is best for your client. To add a new user, click the gear menu in the right-hand corner of your Quickbooks Onlinedashboard. Expert advice and resources for today’s accounting professionals. In an ideal world, all of your clients would be using QuickBooks Online or QuickBooks Self-Employed, but we know that’s not always realistic.