Sharing Your QBO Account With Accountix

As a new client coming on board, or if you need to make adjustments to your accounting/tax partners, we tend to get a few common questions:

Question 1: How do I add you to my Quickbooks Online account?

We created a video and how-to process (we love our processes) around the steps to follow in order to give Accountix full “Accountant” access and visibility to your existing QBO account.

Check out our walkthrough here or on YouTube, and follow this step-by-step guide:

1. Sign in to your QuickBooks Online company.
2. Click on the Gear Icon > Manage Users.
3. Go to the Accounting Firms section.
4. Enter your accountant’s email address and first/last name (optional).
5. Click Invite. They will receive an email with a link for signing in to your company.
6. They will be asked to create a user ID before signing in the first time unless they already have an account with Intuit Business Services.
7. Until your accountant signs in, their status on the Manage Users page is “Invited.” After accepting the invitation, their status changes to “Active.”
8. Click Next and Finish.

Question 2: Why do you need “Accountant” visibility?

Usually, there are two spots available for the Accountant level visibility in your Quickbooks account.  Typically one spot is used for us (your accounting team) and the other one is used for your CPA (your tax team).

Having Accountant visibility gives those users full access to your transactions and the tools that give us the ability to code, research, and adjust transactions as necessary.   It is important that we have this access level so that we are not limited in our ability to help you.  It also allows us to give the applicable members of our team access to your QBO without taking up the valuable “user” slots (so there aren’t any charges for additional users).  

In the end, having Accountant-level QuickBooks access allows Accountix to efficiently and effectively help your company.  

Hopefully, you found this How-To guide helpful.