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

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.

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   Bob Henricksn 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very professional service.  Friendly, efficient. and very responsive.
  
 
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 Trustindex verifies that the original source of the review is Google. Very Good experience with the team we have interacted with during the process, they are friendly, educated on the matters and prompt to respond. I would definitely recommend this company to friends and family.
  
 
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 Trustindex verifies that the original source of the review is Google. We have been using Molen & Associates for years for tax preparation.  They are very professional and easy to work with. No notes! Give them a try!
  
 
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 Trustindex verifies that the original source of the review is Google. My first time using Molen Tax Services. I was very pleased. Everyone I encountered was very friendly and professional. I will be using the company next year.
  
 
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 Trustindex verifies that the original source of the review is Google. If you are wanting honest and sincere tax preparation, this is where you need to go.  We have worked with other well know tax preparation companies and ended up at the bottom of their priority list because we chose not to get the Platinum advance or whatever it was called this year.

We had to file a previous year along with our current year.  Brittany was awesome.  She was able to calm the nerves associated with filing taxes and tax preparation as a whole.  She answered ALL of our questions and even asked questions that we would have never thought of.   She made us feel that there was nothing to worry about, She was looking out for us and not to get us.   We will be asking for her again this next year.

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 Trustindex verifies that the original source of the review is Google. Every year we have done business with Molen for our tax return prep and business advice, we leave with a sense of confidence that we have chosen the most qualified people to take care of us in all of Houston. We would like to extend our gratitude to Brittany for being thorough, friendly, and superb at doing her job. Although we have the option of handling everything electronically, we choose to go in for the final signing just to have that person to person friendly interaction.
  
 
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