It's great to see you posting here in the Community forum for the first time, @ locoforcocoamelbourne.
To add your accountant in QuickBooks Self-Employed (QBSE), follow these steps to allow them to review your books and assist with any issues:
- Sign in to your QBSE account via a web browser.
- Click on the Gear icon in the top right corner.
- Select Accountant under the Profile column.
- Click the Invite firm button.
- Enter your accountant's first and last name, along with their email address, and click Save.
Your accountant will receive an email invitation to access your QBSE company. You'll also receive a notification via email once they accept the invitation. If they don't receive the invite, you can select Resend invite.
If you have any additional questions, feel free to revisit this thread.