If you are an existing QuickBooks user, your bookkeeper would need access to review the existing state of your books and financial data. By providing accountant access to your bookkeeper, they will have privileges to undo reconciliations, reclassify transactions, and write off invoices.
Additionally, your bookkeeper will be able to help you directly integrate with QuickBooks your other financial tools such as storefronts (Shopify, Amazon etc.), payment processors (PayPal, Stripe etc.), payroll applications and more.
How can I provide access to my existing QuickBooks Online account?
- Sign in to QuickBooks Online as a primary admin.
- Go to Settings ⚙ and select Manage users.
- Select the Accounting firms tab.
- Select Invite.
- Invite firstname.lastname@example.org and select Save.