Go to the gear icon, choose Manage users, open the Accountants tab, enter their email, and send the invite. They accept it with their own Intuit login and get direct access to your actual company, not a copy or an export, so nothing ever has to be emailed back and forth. It takes a couple of minutes on your end.
1. Open Manage users. Click the gear icon, then Manage users under Your Company.
2. Go to the Accountants tab. It sits separately from the regular Users tab, built specifically for inviting an accounting professional rather than a standard employee.
3. Enter their email and send the invite. Intuit emails them directly. You don't set a password for them, and you never see or manage their login credentials.
4. They accept it from their own Intuit account. If they already work in QuickBooks Online Accountant professionally, your company shows up as a new client in their own list. If they don't, accepting the invite walks them through setting that up.
5. Confirm they're listed as active. Once accepted, their name appears under the Accountants tab. From that point on, signing into your company shows them a briefcase icon for Accountant Tools, giving them things a standard user doesn't see, like bulk reclassifying transactions or closing the books for a period.
Handing over your own username and password feels faster than setting up a proper invite, but it erases any record of who actually did what in your books, and it means you can't pull their access back later without changing your own password and locking yourself out in the process too.
The invite process above solves access for a single engagement. The part that still tends to happen by hand is everything around it: pulling together whatever the accountant will ask for first, and remembering to revoke access months after a relationship actually ends, long after anyone's thinking about it.
When an accountant relationship wraps up, whether it's a seasonal tax prep engagement or a bookkeeper who's moved on, their QuickBooks access gets pulled automatically instead of sitting active for months because nobody remembered to go back and remove it.
The reports or records a new accountant typically asks for first get pulled together and handed over the moment they're added, instead of them logging in and immediately having to ask you for things you could have anticipated.
Tell us what that process actually looks like today, and we'll tell you which parts of it don't need someone remembering to do them.
Tell us what happens on your end every time an accountant or bookkeeper comes on or off the books, and we'll tell you if that onboarding and offboarding can run itself. Accountant access is just one door into QuickBooks; n-frames automates whatever's manual behind any of the others too.
Let's talk →Close to everything in the company: transactions, reports, the chart of accounts, and the Accountant Tools menu. What they don't get is control over your QuickBooks subscription or billing, and they can't delete the company outright.
Go back to Manage users, open the Accountants tab, find their name, and remove them. Adding a new accountant afterward is a separate invite, not an edit of the first one.
QuickBooks Online Accountant is the free software accountants and bookkeepers use on their own side to manage every client's books from one login. Adding an accountant, the process above, is what happens on your side: granting that professional access to your one company.
More. A regular user's permissions are whatever you set for them individually. An accountant added through the Accountants tab gets a broader, purpose-built role that includes tools regular users never see, built for reviewing and correcting the books rather than running day-to-day transactions.