Articles on: Onboarding & Setup

How to Invite COUNT Migration team to Quickbooks Online

Invite the COUNT Migration team to your QuickBooks Online (QBO) company so we can securely access your data and complete the migration.

In QuickBooks Online, click the Settings icon from the top right corner, then select Manage Users.

On the Manage users page, click Add user.

Enter the migration team’s email address: migration@getcount.com. Under Assign roles, select Standard all access, then click Send invite.

We require the Standard all access role so our migration team can access all the files and data needed to complete your migration.

Pro tip: If you don’t see the exact role options shown above, select a role that provides access to your accounting data. If you’re unsure which role to choose, contact COUNT Support before sending the invite.

Updated on: 06/02/2026

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