How To Share Access to QuickBooks Online

It’s easy!

To grant BooksTime access in QuickBooks Online, you can follow the steps below. If you run into any problems, have any questions, or if the screenshots below don’t match what you see on your screen, just let us know — we’ll be here to help!

1. Navigate to the Manage Users Menu

From the home screen, click on the Gear Menu and beneath the column heading labeled “Your Company” select the Manage Users tab.

2. Open Invitation

On the Manage Users page, click Invite Accountant to open a new invitation.

3. IMPORTANT: Invite Sonya Livshits,

Sonya Livshits is the accountant at BooksTime who manages access to QuickBooks Online accounts. Enter her name and email address in the form, then click Next, and then click Finish.

That’s it! Next, Sonya will grant access to the relevant person on the BooksTime team who needs access to your books.

This content was adapted from Intuit’s help page — click here to see the original.

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