How can you securely share QuickBooks Online access with your accountant?

Inviting your accountant as a user with "Accountant" role permissions is the most secure and efficient way to share QuickBooks Online access. This method allows your accountant to access your financial data and perform necessary tasks without compromising your account's security or personal information.

When you grant the accountant role, they have access to all the features they need to assist you, such as viewing reports, entering transactions, and balancing accounts. This role also allows you to maintain control over your QuickBooks Online account because the accountant will have their own login credentials instead of sharing your personal login information.

Exporting financial reports to email or sending a PDF file of transactions does not provide real-time access to your accounts and can limit your accountant's ability to perform tasks effectively. Additionally, providing login credentials directly poses significant security risks, as it involves sharing sensitive information that could lead to unauthorized access or data breaches. Therefore, inviting your accountant with the proper permissions is the best practice for secure collaboration in QuickBooks Online.