Managing your finances becomes significantly easier when your bookkeeper has direct access to your books. At Simon Bookkeeping, we help business owners streamline their finances—and one of the first steps is setting up proper access in QuickBooks Online.
In this guide, we’ll walk you through exactly how to add your bookkeeper in just a few minutes.
Why Simon Bookkeeping Recommends Adding a Bookkeeper
Many business owners try to manage access manually, but that often leads to delays and errors. When you properly connect your bookkeeper:
You eliminate back-and-forth emails
Your financials stay accurate and up to date
You get faster, clearer reports
Your books are always tax-ready
At Simon Bookkeeping, this is one of the first things we help new clients set up.
Step-by-Step: Add Your Bookkeeper
Follow these steps to securely invite your bookkeeper:
1. Log Into QuickBooks
Sign in to your QuickBooks Online account.
2. Click the Gear Icon ⚙️
In the top right corner, click the Settings (gear icon).
3. Select “Manage Users”
Under the “Your Company” section, click Manage Users.
4. Choose the “Accounting Firms” Tab -This is important.
To work with professionals like Simon Bookkeeping, always use the Accounting Firms tab connected to QuickBooks Online Accountant.
5. Click “Invite”
Press the Invite button to begin.
6. Enter Bookkeeper Details
Add:
Email address
Name (optional)
If you’re working with us, simply enter your Simon Bookkeeping contact email: s.simon.bookkeeping@gmail.com
7. Send the Invitation
Click Save to send the invite.
8. We Take It From There
Once the invitation is accepted through QuickBooks Online Accountant, Simon Bookkeeping will immediately gain access and begin organizing, reviewing, and improving your books.
What Access Does Simon Bookkeeping Have?
When added correctly:
Full access to your financial data
No impact on your QuickBooks user limit
Ability to fix errors, reconcile accounts, and generate reports
And most importantly—you stay in full control at all times.
Need to Remove Access?
You can revoke access anytime: Go to Manage Users Open the Accounting Firms tab Click Remove
Simple and immediate.
Common Mistakes We See
At Simon Bookkeeping, we often help clients fix these:
Adding a bookkeeper as a standard user instead of an accountant
Sending the invite to the wrong email
Not confirming the invitation was accepted
Avoiding these saves time and frustration.
Pro Tip from Simon Bookkeeping
Always add your bookkeeper through the Accounting Firms tab. This gives professionals like us access to advanced tools inside QuickBooks Online Accountant—allowing us to serve you faster and more effectively.
Final Thoughts
Setting up your bookkeeper correctly is a small step that makes a big difference. It improves accuracy, saves time, and gives you confidence in your numbers.
At Simon Bookkeeping, we specialize in helping business owners take control of their finances—without the stress.
Ready to Simplify Your Books?
If you’d like help setting up your QuickBooks account or want a professional to handle your bookkeeping:
Simon Bookkeeping is here to help.
Reach out today and let’s get your books working for you—not against you!
