In order to give small business owners a more accurate quote for bookkeeping services, it is very helpful to allow your bookkeeper access to your QuickBooks Online account so they can review the chart of accounts and see what is going on with your books. Below are step-by-step instructions on how to allow your bookkeeper access to your books.
1. Sign in to QuickBooks Online
2. Click the gear icon > Manage Users
3. Go to Accountants section and then click on Invite Accountant
4. Enter your bookkeeper’s email address then their first and last name
Once you complete this step, QuickBooks Online will send an email to your bookkeeper notifying them that you have requested they join your books.
5. Click Next and then Finish
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