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T
Terr1mag
January 21, 2020
Question

Quickbooks Self-Employed

  • January 21, 2020
  • 1 reply
  • 0 views

Hi, I have recently subscribed to Quickbooks Self-Employed now I am not sure if this is the correct one for me.  I have no experience in booking/accounting.  I am trying to add expenses without having to connect any banking information.  Is this even possible?  Our accountant told me to add her to my account and I can't see anywhere to add her, is it available in this program.  I was able to figure out sending invoices but now I'm having a hard time with the expenses.   Thanks for any help.  Terri

1 reply

AddieC
AddieC
Level 5
January 21, 2020

Hi Terri, 


Using the right program for your business is so important, so you can feel confident in the features available to you and how to use them. I know that using a new program can come with a learning curve, so I'd be happy to help point you in the right direction for support. 


You can definitely add an accountant to QuickBooks Self-Employed by clicking the Gear icon > About You > Accountant. Adding an accountant will help you stay on track with your accounting. 

 

Adding transactions manually (without connecting to your online banking) is a breeze! Follow the steps listed here to learn how to add an expense: Manually add transactions in QuickBooks Self-Employed. 

 

For additional assistance with your QuickBooks Self-Employed account, please follow the steps found here to get in touch with our designated Self-Employed support team: Contact QuickBooks Self-Employed Support


Have a great day.

T
Terr1magAuthor
January 21, 2020

Hi AddieC.

 

Thank you for the help regarding adding expenses manually.  I looked for the Accountant in the gear Icon and I don't have that option in my program.  All it lists is intuit account, billing info and sign out.  Maybe, I'll have to use that contact link for assistance. Thanks.

 

Terri

AddieC
AddieC
Level 5
January 21, 2020

No problem, Terri. The best plan of action is to get in touch with tech support from here. Rest assured they'll get this sorted out for you. 


Cheers!

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