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  • Writer's pictureAndria Radmacher

How to grant us access to your QuickBooks Online file as an Accountant User

If you're using QuickBooks Online, please be sure to grant us Accountant user access to

If you're using Quickbooks Desktop, follow the instructions at this link here to learn how to create a portable back up file to upload to us. To invite us in QuickBooks Online follow the instructions below:

Watch this video for instructions on how to invite us as an Accountant User to your QuickBooks Online file: 

  1. Sign in to your QuickBooks Online company.

  2. Click on the Gear Icon > Manage Users.

  3. Go to the Accounting Firms section.

  4. Enter this email address:  and first/last name Andria Radmacher (optional).

  5. Click Invite. We will receive an email with a link for signing in to your company.

  6. Until we sign in, our status on the Manage Users page is "Invited." After accepting the invitation, our status changes to "Active."

  7. Click Next and Finish.

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