How To Add Accountant To Quickbooks Online

How Do I Give My Accountant Admission to my Online Bookkeeping Software?

Posted May 12, 2021

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Online Apps Make Working with Your Accountant Simple

Deject apps and online software accept been making our work lives easier since the early aughts, particularly when information technology comes to working with outsourced vendors like your accounting business firm . With a couple of clicks, you can manage access to your accounting software to ensure your CPA has exactly what they demand to have care of your books.

If you lot're at the beginning stages of outsourcing your accounting or are currently switching providers, the following instructions will assist you quickly manage access to your books for common accounting software platforms similar QuickBooks Online, Quickbooks Desktop, Xero, and Moving ridge Accounting.

How Do I Give my Auditor Access to my Quickbooks Online?

Typically, when you're at the beginning of a relationship with a new financial services firm, you volition have to provide the accountant access to your Quickbooks Online (QBO) so they can review your business relationship and perform a needs assessment and thus begin the relationship. The post-obit directions will assist y'all quickly bank check this off your list of things to do.

Instructions for Giving Your Accountant Admission to QBO

Sign in to your QuickBooks Online business relationship
Select the Settings icon, which looks like a gear, so click Manage users
Select Accounting firms
Select Invite
Enter the accountant's name and email accost, then select Salvage
1. For Simple Startup, this would exist Unproblematic (start name), Startup (last name), and [email protected] for the email.
Later on clicking Relieve your auditor volition be sent an email invitation to sign in to your account
Click Next so Finish

If yous would like to check to see if your accountant has accepted the invitation, you can navigate back to the Manage users section. In one case your accountant has accustomed your invitation their status will alter to Active, but until so they volition exist listed equally Invited.

How Do I Requite my Auditor Access to my Quickbooks Desktop?

Though about businesses have made the transition from Quickbooks Desktop (QBD) to QBO, QBD does offer some benefits over QBO that have kept businesses on the platform like highly avant-garde inventory management and sales order processing. Sticking with QBD, however, does come at an expense including:

Limited user licensing resulting in an additional cost when adding your auditor,
And requiring a VPN to cover your accountant'southward remote access of your QBD file.

Instructions for Giving Your Accountant Admission to QBD

Before you lot can provide your accountant access to your QBD file, they must take an updated version of the QBD program. FYI, Unproblematic Startup does have an updated QBD program for this purpose! Once yous've confirmed this y'all can move on to the access directions below which volition depend on if you lot have a VPN network setup (so your accountant can have remote access) or non.

Simple Startup uses a platform called Correct Networks as a hosting platform for QBD files. The Right Networks server allows multiple people to access the QBD file simultaneously through its remote and deject connectivity. This eliminates the clunky alternative of emailing and uploading files back and forth between customer and auditor, which is ripe for errors and issues.

I Take a VPN Network

First, set the accountant as an External Accountant user in your QBD account
1. Log in to your QBD account
2. Select Company, Users and and so select Users and Roles
3. Enter your Admin Countersign and then select OK
4. From the User Listing, select New
5. Enter a User ID and an optional Password
  1. For Simple Startup, the User ID would be Simple Startup
6. From Bachelor Roles, select the External Auditor role, and and so select Add
7. Enter the user'due south email accost, so select OK
  1. For Uncomplicated Startup, this would be [email protected]
8. From the confirmation window, select OK
Second, once your auditor accepts the in a higher place invitation, their External Accountant will demand a link to your Quickbooks account
1. After accepting the invite, and signing in with their Intuit ID, the accountant can now sign in to your visitor file

I Don't Have a VPN Network

If you don't take a VPN network yous can send an accountant's copy of your QBD to your accountant.

Log in to QBD
If you lot use any of the advanced inventory features, turn them off while yous create the auditor's copy and so plow them back on subsequently. If non, you can proceed to the next steps.
Get to the File menu and hover over Send Company File
Hover over Accountant'due south Copy and hover over Customer Activities and then select Send to Accountant and then Next
Select Accountant'southward Re-create and so Next
Enter the dividing date and then select Adjacent
Enter your and your auditor'due south email addresses
1. For Simple Startup, the auditor's e-mail accost will be [email protected]up.com
Create a file countersign for the file and share this with your auditor as they will need this to open up the file, so select Send

In one case you've emailed the accountant's copy to your auditor, they will be able to review your books and complete your needs assessment. If you are working with the accountant long-term and intend to stay with QBD, you will need to set up upwards a VPN network equally explained above. Every bit a reminder, this can become very costly and unproductive with QBD's user fees and access limitations. A more price-effective and efficient manner to bypass these issues is to migrate over to QBO. You get more than blindside for your buck and Simple Startup can easily assistance you with this transition at the start of our relationship (and trust the states when nosotros say y'all volition love QBO!).

How Do I Give my Accountant Access to my Xero Business relationship?

After Quickbooks, Xero is the other summit accounting software we see clients working with, and providing your accountant admission to Xero is every bit simple as the beneath.

Instructions for Giving Your Auditor Admission to Xero

Log in to your Xero account
Click on your organization'southward name in the top left-hand corner of your screen
Click on Settings
Under the General heading, click on Users and so click on the Invite a user option
Enter your accountant's details including their first and last proper noun and their email address
1. For Elementary Startup, this would be Unproblematic (first name), Startup (last name), and [email protected] for the e-mail.
Nether the "Requite them access to" heading, cheque the following items:
1. Payroll admin
2. Concern and accounting
3. Then click on Adviser and ensure that all the boxes are checked
Click Ship invite

How Do I Requite my Accountant Access to Wave Accounting?

If you're still a young or early on-stage business organisation, you may not have graduated to Quickbooks or Xero just yet. If this is the case yous may be using an entry-level accounting software like Wave Bookkeeping. You can requite your accountant access to Wave using the below instructions.

Instructions for Giving Your Accountant Admission to Wave

Log in to Wave Bookkeeping
Click Settings at the lesser of the left-manus navigation menu
Click on Users under User Management
Click the console to invite an admin or payroll director
Add their first proper noun, last name, email address and their position with your business and then click Invite User
1. For Unproblematic Startup, this would be Simple (first name), Startup (final name), [email protected] for the email, and accountant for the position
On the User Management page, you will at present see the pending invitation to your accountant and they will receive an email inviting them to admission your Wave account

Outsourced Accounting Helps You Reach for the Stars

Making the choice to outsource your bookkeeping is a large step in helping your company achieve its growth goals. This will open upwards your schedule to focus on your business concern'southward strategy and vision and less on tasks like keeping your books clean, reconciling transactions, and reviewing monthly financial reports (which we Dear doing!).

If you're ready to make the spring, all you have to practice is requite Simple Startup a call and we'll chat through your options, bear a needs cess that will outline exactly how we can help you vanquish your company'southward bookkeeping and reach for the stars.

Book a Discovery Telephone call Today, Nosotros're So Ready to Help >>