Collaborating with Your Accountant in QuickBooks Online

QuickBooks Online simplifies collaboration with your accountant, allowing seamless access to your company file for review and assistance. This guide walks you through the process of inviting your accountant and finding the right professional for your needs.

Inviting Your Accountant to collaborate in Quickbooks online

1. Navigate to your QuickBooks Online account and select the "My Accountant" option.
   
2. Enter your accountant's email address in the provided field.
3. Send the invitation.

Confirmation Process Once the invitation is sent

1. Your accountant will receive an email notification.
2. They need to confirm their role as your accountant.
3. Upon confirmation, they gain access to your company file.
   

Finding a Local Professional (ProAdvisor) in QBO

1. Select "Find a Pro to Help" within QuickBooks Online.
   
2. Filter accountants based on location, services provided, industry served, and QuickBooks version compatibility.
3. Explore accountant profiles, including listed services and reviews, to find a suitable match.

Collaborating with your accountant in QuickBooks Online streamlines financial management and ensures accurate and efficient bookkeeping. Follow these steps to invite your accountant and find the perfect professional for your business needs.

Conclusion

Key talking points and problems solved by the guide:

1. Inviting Accountant Collaboration: The script explains how QuickBooks Online facilitates collaboration with your accountant by inviting them into your company file.
2. Remote Access and Changes: It highlights the convenience of allowing accountants to review or make changes remotely from any device with internet access.
   
3. Sending Invitations: It guides users on how to send invitations to their accountants by selecting the "My Accountant" option and entering the accountant's email address.
4. Confirmation Process: The script explains the process for the accountant to confirm their role after receiving the invitation via email.
5. Access to Company File: Once confirmed, the accountant gains access to the company file for further assistance.
6. Finding an Accountant: For users without an accountant, the guide suggests using the "Find a Pro" feature, where users can search for accountants based on location, services provided, industry served, and QuickBooks version compatibility.
7. Pro Advisor Profiles: It emphasizes the importance of checking accountant profiles, which include listed services and helpful reviews, to find the right match.
8. Inviting Accountant: Once a suitable accountant is found, users can invite them to access their QuickBooks company file for assistance at any time.