How to add Accountant Users in QuickBooks Online

Alex McLelland
October 22, 2025

Follow these steps to invite Bittel Books & Taxes to your QuickBooks Online account:

  1. Sign in the QuickBooks Online as the Primary Admin
  2. Select Settings (Gear Icon) in the top-right corner of your dashboard, then select Manage users.
  3. Select the Accounting Firms tab.
  4. Enter your accountant's email address (usually Carlie or Cassie), then select Invite.

That's it! Once we accept the invitation, we'll have access to your QuickBooks Online account. You can remove us at any time by selecting Delete in the Action column.