Team & access
Work with your accountant
Your accountant’s practice can open your books until you remove them, and you can see who has access.
- Who this is for
- Owner or admin, on any plan, Free included.
- Before you start
- Your accountant’s email address.
- Availability
- Hosted app only, on every plan, Free included. An accountant keeps any number of clients’ books at no charge.
Steps
- Invite your accountant under Settings & Close → Team & access → Team as a bookkeeper (or admin if they should manage the team).
- When they accept, their practice appears under Your accountant with the date and how access was arranged: you invited them, or they opened these books for you.
- If the practice set the books up for you, you were invited as owner; the books are yours either way.
- Choose Remove on the Your accountant card to end the practice’s access. Everyone at that practice loses access at once; nothing you have entered goes with them.
- Practice accounts see Your clients on their own Settings screen, and can open a client’s books from there.
What you should see
The Your accountant card lists the practice; removing it clears the card and their people from the Team list.
If it goes wrong
Reading the Your accountant card needs an admin or owner. Settings → Plan & usage shows accountant access under Working together.
Related guides
Steps checked in the app on 2026-09-21. This guide describes how the software works; it is not accounting, tax or legal advice. Need a hand? Email support@qetaab.com.
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