Adding Accountant Users to QuickBooks Online
Accountant-Level access is needed in order to review your books. If we work together, this is the type of access we will need to maintain.
Please follow these steps:
Sign in to your QuickBooks Online account.
Select Settings ⚙, then select Manage Users.
Select the Accountants or Accounting Firms tab.
Enter the email address: travis@forwardbookkeeping.co, then select Invite.
If you no longer want us to be able to access your QuickBooks Online account, follow these steps:
Sign in to your QuickBooks Online account.
Select Settings ⚙, then select Manage Users.
Select the Accountants or Accounting Firms tab.
Select the accountant user you want to remove.
In the Action column, select Delete.
Select Delete to confirm.