1. Sign into QuickBooks Online (QBO).
2. Select the Settings ⚙️ icon then Manage Users.
3. Select Add User.
4. Select Company admin.
5. Check This user is my accountant. (This step doesn't apply to Simple Start subscriptions).
6. Select Next.
7. Enter the accountant's name and email address (rachel@sunshineaccounting.biz). Click Save.
8. Your accountant will be sent an email with a link to sign into your QBO company.
9. 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.
10. Click Next
11. Click Finish.
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