1. Sign in to Quickbooks Online as the primary admin for you account.
2. Click on the Gear ⚙ icon at the top right and select "Manage Users" under the "Your Company" menu.
3. Click on the "Accountants" or "Accounting firms" tab next to the "Users" tab.
4. Enter the email address provided to you by our team and press the "Invite" button.

Once this is done, we will receive an invite via email. You can the status of the invitation on the "Manage Users" page. Once the invitation has been accepted, your company's Quickbooks Online account will be added to our client list and we will e able to access your books through our accountant portal.

Video how-to: https://youtu.be/7awClYYoleQ?feature=shared

Notes:

• If you need more than two accounting users, you will need a Quickbooks Online Advanced account or higher.
• Accountant users do not count against your user limit.

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