QuickBooks Give CPA – Accountant’s Online Access

Step-By-Step Instructions

Navigate to the Manage Users Menu

From the home screen, click on the Gear Menu and beneath the column heading labelled “Your Company” select the Manage Users tab.

QuickBooks Give CPA - Accountant's Online Access

Open Invitation

On the Manage Users page, click Invite CPA to open a new invitation.

QuickBooks Give CPA - Accountant's Online Access

Enter The CPA’s Name and Email

Enter your CPA’s name and email address into the text boxes and click Next when you’ve finished.

QuickBooks Give CPA - Accountant's Online Access

Finalize Invitation

Click Finish and you’re done. Your Katy CPA will get an email with a link to your QuickBooks. From there, it’s up to the CPA to log in and start working on your books.

QuickBooks Give CPA - Accountant's Online Access