How to Find And Add an Accountant to Manage Your QuickBooks Online?

• Reading Time: 7 Minutes
• Published: February 11, 2021
• Last Updated: January 23, 2025

It is not easy to manage your accounts on QuickBooks software. It becomes hectic for all business people. And at that point, it comes to mind that we should focus on managing our business rather than managing QuickBooks accounting.

The QuickBooks online accountant services create a platform at one place where you can monitor all of your business customers and the work you do with them. You will be able to organize and display contact data, allocate and track tasks, and communicate with your team and customers. Do take complete benefit of this great platform.

So, here is a solution to make your QuickBooks accounting easy, hire an accountant to manage your QuickBooks. The facilities of QuickBooks accounting software and the accountant will be provided by the CPAs. Always look for easy methods to manage your business accounting and bookkeeping. Do choose top ranking and the biggest accounting firms in us for handling your QuickBooks and manage all your business accounting activities.

But first let’s see what QuickBooks software is, why an accountant needs to handle it, and the steps to add an accountant into online QuickBooks.

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Why Choose An Accountant For Your Business QuickBooks Management?

QuickBooks Online provides valuable features to make life simpler for businesses. One can access and handle their customers (QuickBooks Online and Non-QuickBooks Online) remotely with a single login in realtime.

• No more tracking clients. Transfer and receive documents using the attach feature.
• Real-time document exchange by QuickBooks·
• Manage your firm’s books with a built-in QuickBooks subscription giving great features with free unlimited support.
• Keeping track of business finances is important, and that’s where a tool like QuickBooks Online can come to the release. Paying staff, keeping track of your accounts, and watching your cash flow are all under the control of the accountant.
• Hiring a tax accountant will help not only save you time but money as well. A well-known accountant will help you reduce the risks, ensure that significant tax benefits are not lost or that incorrect deductions are made. You should be sure that you paid the right amount – not enough, or worse, not enough.

Steps To add Accountant into your company’s QuickBooks Online

• First, go to the online QuickBooks login page and log in using your password and username.
• Choose Gear Icon and then choose User Management.
• Turn to the accountant section and then click on the accountant invitation.
• Enter the email address and full name of your accountant.
• A connection will be sent to an email message to sign.
• A login id will be required before signing unless you have already built a login id for your accountant with Intuit business services.
• On the invited user page the accountant signs in their status.
• The status will change to active after accepting the invitation.
• Click on the Next option.
• Lastly, click on Finish the successful addition of the accountant to QuickBooks is done.

If you add an accountant and they previously have a QuickBooks Online for Accountants (QBOA) subscription, they’ll receive a link to reach your QBO company.

Also, in case you add your accountant and they don’t have a QBOA subscription, they’ll have a feature to sign up when you transfer them this invitation. Signing up allows them access to your QBO company at no cost to you. Hiring an accountant can be beneficial for you. Your accountant will have access to all of the characteristics available in your version of QBO. Moreover, you can invite up to two accountants. Accountant users have extra opportunities that allow them to undo complete reconciliations, reclassify transactions and write off invoices.

How will the accountant manage QuickBooks accounting?

So, now that you have an accountant aimed at helping handle your books, via the QuickBooks Online Accountant workflow, they would be able to give their team members access. This simply means that the accountant you appoint becomes the “lead accountant,” and in the same way mentioned above, they will be able to add, delete, and handle users.

Also, now an accountant could be able to change their team’s user settings, even those that can access or update the account alone.  So it is important to know who has access to your accounts and what access privileges they have, as a matter of protection. You also understand how to add and delete accountants from inside the QuickBooks Online Accountant workflow to your QBO, as well as how they can change team access rights.

Conclusion

While becoming relaxed with regular bookkeeping activities like reconciliation of accounts or matching transactions, you would probably also want your accountant access to your QuickBooks. To assist with more tasks, such as tax planning and preparation. If you are looking to hire an accountant to check your QuickBooks you must choose an accounting company in the USA like Whiz Consulting. The Leading portal for accounting and business consulting and bookkeeping business services in the USA. Also, you can take our QuickBooks accounting software with an accountant. You can give us a call at  (1)-214-329-9080 or drop a mail at info@whizconsulting.net for QuickBooks subscription pricing or QuickBooks online bookkeeping services.

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