Hi there, jim-p-borabora-p.
I’m glad to know you've already finished with your 2020/2021 accounts. I’ll help and guide you on how to send the information to your accountant.
In QBSE, there are a few ways on how to send the data to a tax adviser or an accountant. You can either give them access to the account or send copies of the reports.
If the account is using QuickBooks Online Accountant, you can invite them to review the accounts, make corrections, and fix any trick transactions. Let me show the steps on how to do this in QBSE.
- Click here to sign in to your account.
- Tap the Gear icon in the upper right to choose Accountant under About you.
- This will open a screen where you can enter the accountant's email address.
- Click the Send invitation button.
Check out this guide for additional information. The article is from the US version, but it also applies in your region: Invite an accountant to review your accounting in QuickBooks Self-Employed.
If you wish to send a copy of the data, see the following article for detailed instructions: Send your QuickBooks Self-Employed info to your accountant.
Do you need help with performing any tasks in QBSE? Let me share the link to our self-help resources. These articles outline the complete steps on how to accomplish each process. They’re grouped by topics so you’ll be able to view them easily: Community guide.
Feel free to post a comment if you have any clarifications or other concerns. I’ll get back to answer them for you. Have a great weekend ahead.
