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jackhollings-hot
Level 1

Hi, can anyone tell me how to invite my accountant to access my QB self-employed account?

 
1 REPLY 1
Rose-A
Moderator

Hi, can anyone tell me how to invite my accountant to access my QB self-employed account?

Inviting your accountant to your QuickBooks Self-Employed account is quick and easy, jackhollings-hot.

 

You can follow the step-by-step process below in inviting your accountant:

 

  1. Click the Gear icon (⚙) and select Accountant.
    Inviting an accountant in QBSE
  2. Under About you, choose Accountant.
  3. Enter the accountant's email address.
  4. Click Send invite, and after seeing the confirmation, click Done.

 

I'll be adding an article about adding an accountant to your account: Invite an accountant to review your accounting in QuickBooks Self-Employed. On the same link, you'll find steps on how to remove them from your account. Even if this article is for QuickBooks Self-Employed US, the same process can be applied to your UK account.

 

Additionally, you might find this write-up interesting about sending reports to your accountant: Send your QuickBooks Self-Employed info to your accountant. 

 

Should you need further assistance, please let me know. I'd be more than willing to lend you a hand. Have a good one.

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