This ensures you establish a smooth connection with your accountant, granting them access to the tools and data they need to help manage your finances efficiently. This guide will walk you through the simple, secure steps outlining how to add an accountant to your QuickBooks Online account. When you become a QuickBooks Online Accountant, you can be listed in the Find a ProAdvisor website. This is where consumers go to find well-qualified QuickBooks accountants, giving you the ability to expand your business. There is a lot of education and tutorial help in the program as well.

When it comes to cost, Wave is the winner with a zero-dollar fee for the basic service. Sage Business Cloud Accounting will review your business needs before giving you a quote, whereas QuickBooks Online Accounting is a per-client charge that is easy to understand. It is designed to make their accounting a seamless process with your firm, not to track calls and communications. This means that some data may be displayed but not always in the most efficient way. QuickBooks Online Accountant is a software platform that allows accountants to manage clients using the QuickBooks platform. As the accountant signing up clients, you can have the system bill you or bill the client directly for their subscription to the service.

Easy, efficient and innovative accounting software for accountants and accounting firms

For additional guidance, check out this official QuickBooks guide or watch this video made by Intuit. You get a free subscription to QuickBooks Online with Payroll to manage your own company when you sign up with QuickBooks Accountant. The Master Admin for your Quickbooks Accountant account must set up a Box account before you can request or receive documents.

Even the most powerful tools deliver better results when paired with expertise and guidance. Intuit reports that 94% of accounting professionals feel QuickBooks Online saves them time and thus saves their clients’ money. QuickBooks Online Accountant is a cloud-based portal that allows an accountant to access their clients’ data in QuickBooks Online from any computer. We help startups & small business owners stay on top of their books, taxes, and payroll with personalized CPA services tailored to your unique needs.

Powerful products for you and your clients

Let us handle the details while you focus on what you do best—growing your business. These benefits make it essential to add an accountant through the dedicated “Accountant” user option, which won’t affect your user limit or require a plan upgrade. Choosing an accounting software to use with your clients is a big decision. You want a solution that is easy for you to use and easy for your clients to use. QuickBooks Online Accounting, Wave Accounting and Sage Business Cloud Accounting are three popular solutions.

• The Accountant Toolbox holds essential work tools, reports, and shortcuts inside your clients’ QuickBooks Online, so you can take actions without missing a beat.
• When you become a QuickBooks Online Accountant, you can be listed in the Find a ProAdvisor website.
• If you need assistance, reach out to our CPA firm to guide you through the process and ensure your financial records are ready for tax season.

Payroll

There are self-paced guides to walk you through functions, video recordings to hone your skills and webinars to stay abreast of current changes in the field. Invite your accountant and experience the ease of streamlined financial management. And hey, if that means more time to enjoy an espresso or close the next big deal, even better. Managing your books doesn’t have to be stressful or time-consuming.

QuickBooks Online allows you to add up to two accountant users to your account. From the gray gear icon (number 6), you can add a Tax column to your client dashboard, remove Payroll, and make other changes to optimize the client dashboard for your practice. By using QuickBooks Online Accountant, accountants can add customers to their client list and work on their books through the portal. Now that we’ve agreed on why adding your accountant makes sense, it’s time for the juicy part. Close your clients’ monthly books with increased accuracy and in less time with new month-end review.

• As the accountant signing up clients, you can have the system bill you or bill the client directly for their subscription to the service.
• For our bookkeeping clients at SDO CPA, we often recommend adding an accountant as a dedicated user within QuickBooks to streamline bookkeeping and tax processes.
• Intuit Enterprise Suite is a cloud-based, multi-entity and multi-dimensional solution that helps boost productivity and profitability for clients with complex needs.
• As a QuickBooks user, you likely know how to do this step, or have done it already.

Accounting Software for Accountants, CPAs and Bookkeepers

Primary Admin access is the master key to managing everything in your QuickBooks Online account. As the Primary Admin, you have complete control over your financial data and account settings, making you the central authority for all user access and security. A valid and current email address is essential in learning how to add an accountant to your QuickBooks Online account. Email is the primary means of sending the invitation, and it online accountant quickbooks is prompt and secure. Accountants have complete access to a company’s books when using QuickBooks Online Accountant.

Trusted by over 600,000 accountants worldwide

QuickBooks is one of the most popular accounting software platforms because it gets the job done in an easy-to-understand and easy-to-use format. As an accountant, if your clients agree to use QuickBooks, you’ll be able to streamline how you manage their books. Grow your business with the ProAdvisor and take your business to the next level. An “Accountant User” is a specialized role in QuickBooks designed specifically for financial professionals who manage your business’ finances. Adding an accountant to your QuickBooks Online account provides substantial benefits, including access to accountant-specific tools and a streamlined tax preparation process.

To see all your shared and private documents in a list, click the Documents tab. You’ll see your request, whether your client has uploaded the documents that you need, and when they uploaded each document. Click a client’s name in the dashboard to see lots of info about that client. We’ve enhanced QuickBooks Accountant, inspired by the input from you, our users. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website.

With smart insights just a click away, you’ll always make the right business decisions. An accountant added through the accountant user role gets the specific permissions designated by QuickBooks to perform accounting and financial operations. The accountant can view, add, edit, and delete transactions but does not have administrative permissions to manage users or subscriptions.

From the client dashboard, you can see the client’s last paycheck date and the next payroll item due. This guide provides you with an overview of how to get started using the software including all the latest features. All three options have a mobile app to make meetings with clients convenient and help you stay abreast of data while away from your computer. QuickBooks already allows you to invite your accountant at no extra charge. Some subscriptions limit the number of accountant invites you can have to two.

Adding an accountant to QuickBooks Online simplifies the process, saves you time, and ensures your finances stay in tip-top shape. QuickBooks Online Accountant isn’t just a portal to your client’s books—it’s the one place to grow and manage your entire practice, at your pace. From bookkeeping to strategic advising, accounting pros have the power to be a financial superhero for small businesses. If that sounds like you, QuickBooks Online Accountant has the tools, training, and community to support you every step of the way. No matter your clients’ needs, you’ll find solutions for now and down the road. Support your fastest-growing clients and accelerate your work with our most powerful cloud edition – Quickbooks Online Advanced.

What is an Accountant User?

Each accountant must be invited individually by entering their unique email address, and they will receive an invitation to accept and gain access. If you’re an accountant or a ProAdvisor, use QuickBooks Online Accountant to connect to your clients’ accounts. This version of QuickBooks lets you review their books, edit transactions, and fix issues.