Dietz Bookkeeping
Resources • QuickBooks

How to Grant Accountant Access in QuickBooks Online

Follow these steps to invite an accounting firm to your QuickBooks Online file.

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Step-by-step

  1. Log into QuickBooks Online.
  2. Click Settings (Gear icon).
  3. Select Manage Users.
  4. Go to the Accounting Firms tab.
  5. Enter the firm ID (or invite details provided by your accountant).
  6. Click Invite.

Screenshot placeholders (add later):

  • [Screenshot placeholder — Settings / Gear icon]
  • [Screenshot placeholder — Manage Users screen]
  • [Screenshot placeholder — Accounting Firms tab]
  • [Screenshot placeholder — Invite confirmation]

Need assistance?

If you’d like help confirming your access is set correctly, schedule a consultation.

Schedule a Consultation