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dklei5
Level 1

HI ANYONE KNOWS IF I MUST UPGRADE TO "Simple Start" AS OPPOSED TO "SOLE TRADER, FOR MY ACCOUNTANT TO BE ABLE TO MANAGE MY ACCOUNT!?

 
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JoelES
QuickBooks Team

HI ANYONE KNOWS IF I MUST UPGRADE TO "Simple Start" AS OPPOSED TO "SOLE TRADER, FOR MY ACCOUNTANT TO BE ABLE TO MANAGE MY ACCOUNT!?

You don't have to upgrade to QuickBooks Online Simple Start for your accountant to manage your account. Your accountant can access and manage your books using QuickBooks Online Accountant, which can be connected to your current QuickBooks product, including the Sole Trader versions.

 

The Sole Trader plan lets you invite your accountant to access your books, reconcile bank accounts, and manage your data. Here is how to invite your accountant:

 

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Choose Accounting firms.
  4. Click on Invite firm and enter your accountant's email address.
  5. Click Save.

 

For more detailed steps, check out this article: Invite your accountant to QuickBooks Sole Trader.

 

Have more questions? Drop a reply below.

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