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