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jp11229-hotmail-
Level 1

Can’t see to find add accountant on qb self employed

 
1 Comment 1
LauraAB
QuickBooks Team

Can’t see to find add accountant on qb self employed

Hello jp11229,

 

Working with an accountant is a great option for ensuring that your books are balanced and that you're meeting the bookkeeping requirements as a self-employed entrepreneur. I love that you're using QuickBooks Self-Employed to manage your finances and I'd be happy to go over the options available to you at this time.

 

QuickBooks Self-Employed Canada doesn't currently have the option to connect with an accountant directly through the program. Our product development team knows this is an important feature for many users, so it's something they're continuing to explore with the development of the program. I encourage you to share your thoughts about it in the form of feedback by following these steps.

  1. Select the Assistant feature.
  2. Type and enter "feedback."
  3. Follow the prompts.

In the meantime, you can consider downloading or exporting reports through the Reports tab to share with your accountant or find some other way that works for the both of you to get them the information you need. Here's a helpful article that goes over export options: Export transactions and get reports in QuickBooks Self-Employed

 

If connecting with an accountant is something that you'd like right away, you can consider making the switch to QuickBooks Online, which does have this capability. The following article explains how you can go about switching: Switch from QuickBooks Self-Employed to QuickBooks Online

 

Wishing you the best!

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