How to Add Molen & Associates as Your Accountant in QuickBooks Online (QBO)

If you use QuickBooks Online, one of the best things you can do to make bookkeeping, clean-up, and tax planning smoother is to invite your accountant directly into your file.

When you add Molen & Associates as an accountant user, we can:

• Review your books more efficiently

• Make corrections when needed

• Help with bookkeeping issues faster

• Prepare your tax return with better accuracy

• Use accountant-specific tools designed to keep your books clean

The best part?
✅ Accountant users do NOT count toward your user limit in QuickBooks Online.

Before You Start (Quick Check)

You must have one of these access levels:

• Primary Admin, or

• Company Admin

If you’re unsure, try following the steps below — QuickBooks will let you know if access needs to be adjusted.

Step-by-Step: Invite Molen & Associates as Your Accountant

1️⃣ Sign Into QuickBooks Online

Log into your QuickBooks Online account using your admin login.

2️⃣ Go to Manage Users

• Click Settings ⚙️ (top right corner)

• Select Manage Users

3️⃣ Open the Accountants Tab

Inside Manage Users:

• Click Accountants or Accounting Firms

4️⃣ Invite Our Firm

• Select Invite firm

• Enter the cboyd@molentax.com (or whatever email address provided by your Molen & Associates advisor

5️⃣ Send the Invitation

Click Send Invitation.

That’s it 👍

What Happens Next?

Once you send the invite:

✔️ We receive an email invitation
✔️ We accept access to your company file
✔️ Your user status will update from Invited → Active

After that, we can immediately begin reviewing or working on your books.

Why We Recommend Doing This Early

Many business owners wait until tax season — but adding us sooner helps:

• Catch bookkeeping issues early

• Avoid year-end cleanup surprises

• Improve tax planning opportunities

• Reduce back-and-forth requests for exports or reports

Think of it like giving your accountant a window into your business so we can help you make better decisions year-round — not just at filing time.

🎥 Watch the Walkthrough Video

Frequently Asked Questions

Does this cost me anything?

No — adding an accountant user is included in QuickBooks Online.

Does this use one of my user seats?

No. Accountant users don’t count toward your user limit.

Can I remove access later?

Yes. You can remove or adjust access anytime inside Manage Users.

Can I invite more than one accounting firm?

Yes — but if you need more than two accountant firms, QuickBooks recommends upgrading to QuickBooks Online Advanced.

Need Help?

If you get stuck or want us to walk you through it live, just reach out to our team.

At Molen & Associates, our goal is to remove friction and help you stay focused on running your business — not fighting your bookkeeping.