Note: You need to be an admin or another accountant user to invite or remove accountants.

Add or invite SmartBean®

1. Login to your QuickBooks.
   
2. Select the Gear icon at the top, then choose Manage users.
   
3. Go to Accounting firms tab.
   
4. Invite SmartBean®

1. If this is your first time inviting an accountant, enter our accountant email: accountant@smartbeaninc.com, then select Invite.
   

1. If there's an existing Accountant user, select Invite at the top right to add a new one.
   

We'll receive an email invitation. Once we accept the invite, the status on the "Manage Users" screen changes from Invited to Active.

SmartBean® can now log in to your QuickBooks with admin access.

Notes:

• You can invite up to 2 accountants.
  
• Adding an Accountant user doesn’t count towards your user limit, unless we're also your company’s Master Admin. Learn about your plan’s usage limits.