To get the whole information on how you can invite, add, or remove an accountant in QuickBooks Online, read the complete article below. There is no doubt to say that an accountant of a company plays the role of the best work partner. Being an owner of the company, you can provide access to your QuickBooks Online company file and accounting information to the accountant of your company.
Once you give them access, they can access your entire book, take the necessary steps to make corrections, and resolve any bounded transactions. The whole process of an accountant even makes it simple to unite, especially while the season of tax. This allows your accountant to view your books and accounting details. There are so many accountant specific tools that help your accountant with their reviews.
A few reminders before you proceed with any of these two steps:
- Ensure that you are having master admin mode access to your QuickBooks Online account. This will take you to the whole process to invite and remove an accountant otherwise, you can not do that.
- When you are adding your accountant to your QuickBooks Online account, it does not mean that this will be count in your overall user limit. Only after you transfer that accountant as a Master Admin, this will count in your total user limit.
- You will be able to invite or add up to two accountants to your QuickBooks Online account.
How to invite an accountant
- First of all, log in to your QuickBooks Online as a master admin.
- Go to the Settings option and click on the Manage users.
- Hit on the Accounting firms tab.
- Click on the Invite tab.
- Fill out the information about your accountant and choose to Save the information.
Now…
Your accountant will receive a QuickBooks invitation through email. The email contains all the necessary steps for how to connect with your accounts. In case your accountant does not use QuickBooks Online Accountant, do not worry because there is also a link to the page for how to sign up. Remember that there is allow up to two accountants invitation in your QuickBooks Simple Start, Essentials, and Plus account and up to three accountants in QuickBooks Advanced.
You will know when your accountant accepts your email invitation because the status of that accountant will update from Invited to Active from that same Manage Users page. All is set now. When you are tied up with an active accountant in QuickBooks Online account, your accountant can sign in and access all company information to shape up or review your work whenever needed.
How to remove an accountant
In case you do not want to gives access to company information to your accountant anymore, here is the steps how you can remove them:
- First of all, log in to your QuickBooks Online as a master admin.
- Go to the Settings option and click on the Manage users.
- Hit on the Accounting firms tab.
- Select the accountant that you have to remove from your accountant list.
- Click on the small arrow dropdown menu from the Action column and then hit on the Delete option.
- Choose the Delete option to confirm your choices.
This step will make a space for a new accountant from one of your two accountant spaces. So now you will be able to invite another new accountant user to your QuickBooks Online account.
Accountant group access
As of now that you have a team of accountants in order to help track your books. Your accountant can give their group members access with the help of the QuickBooks Online Accountant workflow. In simple words you can say that the accountant you activated is the “lead accountant,” and they can easily invite, remove, and track users, in the same manner, we have explained above. Your accountant is able to do these activities from the left navigation bar from the Practice section. Remember that when you remove or reassign a new lead accountant, it will change who can edit group access moving forward.
Accountants will get full access and the ability to change the user settings for their own team, this will also include who will be able to view only or edit the account. As a matter of security, this should be the main priority to have knowledge about who can access your accounts and what types of access rights they actually possess.
Conclusion
No one wants going it alone, mostly when whatever you are trying to do leaves you feeling overburden and not capable. However, that is why it is quite good to take help from someone who can understand in a better way, such as inviting an accountant to the company of your QuickBooks Online account so they can help with your accounting work and company information.
You will feel relax handling regular accounting tasks like reviewing books, account reconciliation, or tracking transactions. But you still like to add your accountant to manage your QuickBooks online accounts in order to help with more complex projects during tax planning and preparation season. So be ready to know a great solution to get the most out of your QuickBooks online is to invite an accountant to review directly your books and company information.
And that is all for you! Now you have appropriate knowledge about how to invite and remove accountants to your QuickBooks Online account, as well as what rights they possess in order to modify within the QuickBooks Online Accountant workflow.