Easy Tech TutsHow to Grant Accountant Access to QuickBooks Online Easily 2026
By Impran M N
Getting your accountant into your books shouldn't mean handing over your login. This guide shows how to use QuickBooks Online's dedicated accounting firm invite feature to grant secure external access for tax season or ongoing bookkeeping review.
01Open user settings
Click the gear icon in the top right and select Manage users under the Your Company column.
02Go to the Accounting Firms tab
Switch to the Accounting firms tab in the top navigation ribbon of the Manage Users page.
03Enter their email
Type your accountant's professional business email address into the invite field.
04Send the invite
Click the Invite button to trigger a secure handshake request, which will show as Pending until accepted.
05Confirm and manage access
Once your accountant accepts from their own inbox, the row updates to an active linked state; use the Action dropdown later to modify or revoke access.
Frequently asked questions
Do I need to share my password with my accountant?
No, the Accounting Firms invite feature grants access without ever sharing your master login credentials.
How will I know if my accountant accepted the invite?
The firm's row in Manage Users will shift automatically from Pending to an active linked status once they accept.
Can I revoke accountant access later?
Yes, use the Action column dropdown next to the firm's row to modify or remove their access at any time.
What kind of access does an accountant get?
Accounting firms typically receive elevated administrative access suited for reviewing and adjusting your books, distinct from standard staff user roles.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
