Hello, straightuplinings. Let me walk you through the process of adding your accountant to your QuickBooks Self-Employed (QBSE) account.
Before we get started, could you let me know whether you're logged in through the mobile app or browser?
Please note that the mobile app has some limitations, such as input length or formatting constraints, due to smaller screen sizes. If possible, I recommend accessing your QBSE account on a browser (either on your mobile or computer) for the best experience. Once you're logged in, follow these steps to invite your accountant:
- Go to the Gear icon, then choose Accountant.
- Click on Invite firm, enter their information, and Save after.
- Select the Text a code to receive a verification code on your phone. Enter the code and hit Continue.
Once you've completed these steps, your accountant will receive an email invitation to login or create their account. This will allow them to manage your data through their QuickBooks Online Accountant (QBOA) account.
For more detailed instructions, you can refer to this article: Invite an accountant to review your books in QuickBooks Self-Employed. While this article is specifically for UK subscribers, the steps are applicable to non-UK users as well.
Should you need further assistance or have other QuickBooks-related questions, feel free to reach out. Community is here for you 24/7.
