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yasminmobley-hot
Level 1

How do I add an accountant? It says go into settings and click add accountant but I have nothing about an accountant in settings

 
1 REPLY 1
JessT
Moderator

How do I add an accountant? It says go into settings and click add accountant but I have nothing about an accountant in settings

Hi yasminmobley-hot,

 

You'll want to log in to your QBSE account using a browser. Then, you can click on the Settings and the Accountant, as shown in the screenshot.

 

If you still don't see an Accountant option, please contact our Support team to check this further. They can use a screen-sharing tool to gather more details to investigate the behavior.

 

You can also send copies of your reports to your accountant.

  1. In QuickBooks Self-Employed, go to the Reports menu.
  2. Find the report you want to download.
  3. Select the time period or tax year from the dropdown.
  4. Select View or Download.
  5. Select the arrow icon ▼ and then the Print or Download.

If you have other questions in mind, you can always go back to this thread. Have a good day!

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