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can-cleanab
New Member

I cant find the setting that gives access to the accountant

I have the Self Employed version

1 Comment 1
MarkAngelo
QuickBooks Team

I cant find the setting that gives access to the accountant

Hi there,

 

The setting to give access to your accountant for your QBSE account is found in the Gear icon on the top-right part of the screen.

 

  1. Click the Gear icon. Then, select Accountant.
  2. In the Accountant email field, enter your accountant’s email address.
  3. Click Send invitation.
  4. Choose Text a code to verify your identity. This sends a verification code to your registered mobile number.
  5. Enter the received code in the Verification code field, then click Continue.
    Please note:
    • An invitation email will be sent to your accountant.
    • You will receive an email notification once your accountant accepts the invitation.
    • Once accepted, your accountant will have access to your accounts via QuickBooks Online Accountant.
    • If the invitation is not received, you have the option to click Resend invitation.
       

If you can't find that setting, I recommend troubleshooting your browser to ensure QuickBooks runs efficiently with your browser.

 

Let us know if you have additional concerns with your QBSE account. We're always ready to help.

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