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georgettefba-gma
Level 1

HOw can I give my accountant access to my QB pls?

 
1 REPLY 1
Ryan_M
Moderator

HOw can I give my accountant access to my QB pls?

Hi @georgettefba-gma,

 

I'll share with you the steps you need to take to invite an accountant to your QuickBooks Self-Employed (QBSE) company.

 

Given that your accountant has a QuickBooks Online Accountant (QBOA), follow these steps:

 

  1. Sign in to your QBSE company.
  2. Go to the Gear icon.
  3. Select Accountant.
  4. Enter your accountant's registered email address in the Invite your accountant field.
  5. Click Done.

You can also view this article: Send your QuickBooks Self-Employed info to your accountant. It has the steps on how you can send copies of your reports to your accountant. 

 

Do you have other clarifications about this process? Post a reply below, and I'll get back to you. 

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