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guy-baseke
Level 1

Learn how to add to or remove your accountant in QuickBooks Self-Employed.The Accountant link does not exist under settings?

The instructions given under help are not correct.

1 Comment 1
ThomasJosephD
QuickBooks Team

Learn how to add to or remove your accountant in QuickBooks Self-Employed.The Accountant link does not exist under settings?

Hi guy-baseke, you can add or remove an accountant from the Settings section in your QuickBooks Self-Employed (QBSE) account.

 

Before we proceed, could you please let us know what you see on your end when attempting to add or remove an accountant in your QBSE account? After following the steps provided in the help panel, are you encountering any error messages or unusual prompts? Any additional information you provide will help us better understand the issue.

 

In the meantime, here's how you can add or remove an accountant in your QBSE account:

 

To add an accountant:

 

  1. Go to Settings.
  2. Click Accountant under the Profile section.
  3. Hit the Invite firm button.
  4. Enter the accountant's name and email.
  5. Click Save.

 

Once you have completed these steps, the accountant only needs to accept the invitation to finalize the process.

 

To remove an accountant:

 

  1. Go to Settings.
  2. Click Accountant under the Profile section.
  3. Hit the Delete button.
  4. Click the Delete button again to confirm the action.

 

Please let us know if you require any additional assistance.

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