Below are the steps to grant an accountant/bookkeeper access to get a preview of your books.

• Sign in to your QuickBooks Online company.
• Two Areas you can use to add:
  • My Accountant
    • Left Menu > Click My Accountant
    • Move to step below to enter email address.
  • Manage Users
    • Click on the Gear Icon > Manage Users.
    • Go to the Accounting Firms section
    • Click the green Invite button on the far right
• Enter the email address (for QuickWin use merry @ quickwinbookkeeping.com, no spaces) and enter first/last name (Merry Stewart)
• Click Save. An email is sent to the accountant with a link for signing in to your company.
• Click Next and Finish.

Just a note: until the accountant signs in, the status on the Manage Users page is “Invited.” After accepting the invitation, the status changes to “Active.”