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Year End FAQ

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  • Year-End 1099 Processing Deadlines & Fees
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How to Invite Your Accountant to Quickbooks Online

QuickBooks Online allows you to invite different users through the Manage Users page. If you’d like to give your accountant or CPA access to your company, see the steps below:

  1. Sign in to QuickBooks Online (QBO).
  2. Select the Settings ⚙️ icon then Manage users.
  3. Select Accounting firms.
  4. Select Invite.
  5. Enter your account manager’s name and email address of Admin@SaltAndMainAccounting.com, then select Save.
  6. Your accountant will be sent an email with a link to sign into your QBO company.
  7. Your accountant will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.
  8. Until your accountant signs in, their status will remain as Invited on the Manage Users page. After accepting the invitation, their status changes to Active.
  9. Click Next
  10. Click Finish.
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Updated on August 30, 2024
How to Create a Quickbooks Backup File (.QBB)
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