How to Add Accountant to QuickBooks Online?

by James Antonio

The whole purpose of inviting your accountant to your QuickBooks Online is that they can assist with your bookkeeping.

Some of us may feel like to handle the routine bookkeeping tasks like transactions matching and account reconciliation on our own. However, a QuickBooks accountant is always highly recommended when you are dealing with more serious things like tax planning and preparation.

Note: Accountants are allowed to sign in to an organization right away together with a company administrator. Company administrators have the power to control the access of their accountant as per their desire.

What is adding Accountant to QuickBooks is all about?

When you have added a new accountant to your business empire or have started a new organization and have subscribed to QuickBooks Online, you may require adding an accountant to your particular QuickBooks Online.

This provides accountants with the right access to all kinds of expenses, invoices, and other crucial data. The most recommended way to give such access is the use of the Accounting Firms feature which has been given by Intuit.

Accountants in QuickBooks Online have the power to modify user settings for the entire team and that comprises of who can see and edit the particular account. As a security concern, it is very crucial to be aware of the people who have access to your book of accounts and what particular access rights they have.

But before you add an Accountant to QuickBooks Online, here are certain points to take care:

  • Ensure that you possess admin-level access in your particular QuickBooks Online Account.
  • When you add an account, it does not count towards the overall user’s restriction in QuickBooks Online, unless you introduce the accountant as a Master Admin. You are allowed to add not more than 2 accountants to your particular account.

Note: With the help of a QuickBooks Accountant, you get easy access to important product support and free training as well. You also get free access to the QuickBooks ProAdvisor program. It comprises of all the verities of products which your client could be using. Hence, irrespective of what your client is using, you will be able to sustain them, whether it is a mid-market Enterprise or client or a small service organization that is utilizing QuickBooks Pro.

Why do you need to add an Accountant to QuickBooks Online?

Without adding an accountant to your QuickBooks Online, it is impossible to make the necessary changes by utilizing the relevant information.

When you add an accountant to QuickBooks Online, it allows overall management of accounting tasks for a number of companies all in one place. Accountants in QuickBooks Online can do payroll, invoices, access client’s accounts, manage projects, fix entry errors, and much more.

Here is a gist of the features that QuickBooks Accountants offer to their users:

  • Complete sale billing
  • Real-time progress monitoring
  • Numerous user access limitation options
  • Free ProAdvisor program membership

Cost-free tech assistance

  • Easy access to QuickBooks accounts and tax returns
  • Task and project management
  • Bank-level security for document and message sharing
  • Access to different QuickBooks programs

Those who use QuickBooks Accountant also have an advantage from Real-time access to their files, irrespective of their location. This enhances the effectiveness of the work and your capacity to deal with the clients.

Furthermore, QuickBooks Accountant lets access and organizes all your specific clients and data in an efficient and fast way. Inviting accountants for QuickBooks online is not a complicated process at all. Read on to know more about how to add an Accountant to QuickBooks Online.

How to add an Accountant to QuickBooks Online?

QuickBooks Online enables you to invite multiple users via the Manage Users page. If you wish to give your accountant access to any organization, please follow the steps given below:

Step 1: Sign in to your QuickBooks Online

Step 2: Choose the Settings icon and then select Manager Users

Step 3: Choose the Accounting firms

Step 4: Choose Invite

Step 5: Add the name of the accountant along with the email ID and then click Save

Step 6: The accountant will receive an email that will have the link to sign in to your particular QuickBooks organization.

Step 7: Your particular accountant will have to make a user ID prior to signing the first time if they do not have an account with Intuit already

Step 8: As long as the accountant doesn’t sign in, the status will stay as Invited on the particular Manage Users page. Once the invitation is accepted, the status will change to Active

Step 9: Follow the steps given and then click Finish.

Step 10: Choose Continue.


How to Remove old Accountant’s Access in QuickBooks?

If you switch the accountants and wish to delete your old accountant’s access, it can be done by following the steps given below:

Step 1: Choose Manage Users seen on the gear icon at the very top
Step 2: Go to the Accounting Firms tab
Step 3: Choose the accountant you wish to remove and then choose Action
Step 4: Select Delete from the Action drop-down and verify your choice to delete

Can anybody Invite or Remove an Accountant?

No. Only those who have administrator rights have the authority to include or remove an accountant. Such individuals include Master Administrators, Accountants, Company Administrators, etc.

Can an Accountant Remove him/her if they are not the Lead Accountant?

No. An accountant cannot remove themselves if they are still the Lead Accountant. In case they are still the Lead Accountant and try to remove themselves, an automatic message will appear-To make this change, please go to QuickBooks Accountant and allocate a new lead for this customer.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

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Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

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Deployment

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Language Support

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Pricing Model

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Customer Types

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Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

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Pricing includes coverage for users
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

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