How to Invite an Accountant to QuickBooks Online in 5 Steps
Published on July 20, 2026
Keeping your business finances organised often involves working with a trusted accountant. QuickBooks Online allows you to give your accountant secure access to your financial information without sharing your personal login details. Follow these simple steps to invite an accountant to your QuickBooks Online account.
Step-by-Step Instructions
1. Log In to QuickBooks Online
Sign in to the QuickBooks Online company file that you want ACT Tax Group to access.
2. Open Manage Users
Click the Settings gear icon in the top-right corner and select Manage Users.
3. Go to the Accounting Firms tab
Navigate to Accounting Firms tab and click the Invite firm button.
4. Enter ACT Tax Group’s Details
Enter the following information:
Firm Name: ACT Tax Group Pty Ltd
Email Address: lukasz@acttaxgroup.com.au
Check the email address carefully before continuing.
5. Send the Invitation
Click Send Invite. ACT Tax Group will receive an email containing a link to accept the invitation and access your QuickBooks Online account.
Once accepted, you can return to Settings and Manage Users to confirm that the user is active.
Who Can Invite an Accountant to QuickBooks Online?
The primary admin or a company admin can invite an accountant to a QuickBooks Online company file.
If you cannot see Manage users or the Accounting Firms tab, ask the primary admin or a company admin to send the invitation.
What Can ACT Tax Group Access After Accepting the Invitation?
ACT Tax Group can access the transaction data in your QuickBooks Online company file.
This allows our accounting professionals to review your books, edit transactions, correct bookkeeping issues and assist with preparing your records for tax time.
Accountant access does not automatically provide primary admin access.
Do I Need to Share My QuickBooks Login Details?
No. ACT Tax Group will use its own QuickBooks login after accepting the invitation.
You should not share your personal username, password or verification codes.
Does an Accountant Count Towards My QuickBooks Online User Limit?
No. An accounting firm invited through the Accounting Firms section does not count towards the standard user limit for your QuickBooks Online plan.
QuickBooks currently allows up to two accounting firm users on most plans and up to three on QuickBooks Online Advanced.
Will Inviting an Accountant Increase My QuickBooks Subscription Fee?
QuickBooks does not currently charge an additional user fee for accounting firm users invited through the Accounting Firms section.
Your normal QuickBooks Online subscription and any other paid services will continue as usual.
How Will I Know When ACT Tax Group Has Accepted the Invitation?
Go to Settings, select Manage users, and open the Accounting Firms tab.
The status will change from Invited to Active once ACT Tax Group accepts the invitation.
What Should I Do If the Invitation Email Does Not Arrive?
Confirm that you entered office@acttaxgroup.com.au correctly and ask ACT Tax Group to check its junk or spam folder.
You can then return to Manage users and resend the invitation. ACT Tax Group can also provide its firm ID if the invitation cannot be delivered by email.
What Should I Do If the Invitation Has Expired?
Return to Settings and select Manage users. Find the pending invitation and use the available option to resend it.
If QuickBooks does not provide a resend option, delete the pending invitation and create a new one.
Can I Remove ACT Tax Group’s Access Later?
Yes. Go to Settings, select Manage users, and open the Accounting Firms tab.
Find ACT Tax Group, select Delete from the Action column and confirm the change.
Removing access prevents ACT Tax Group from opening or editing your QuickBooks Online company file. It does not delete the transactions or accounting records already stored in QuickBooks.
Lukasz Klekowski
