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Level 1

"How do I add my accountant? I can't see the "profile icon" or "add accountant.""

 
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QuickBooks Team
QuickBooks Team

"How do I add my accountant? I can't see the "profile icon" or "add accountant.""

Let me share some information about adding your accountant to your QuickBooks Self-Employed (QBSE account, hollyheath132

 

The option to add an accountant to your QBSE account is only available in the US version. To add your accountant, you can sign up for QuickBooks Online (QBO) to review your accounting. You'll need to import your data and switch your subscription. See the Switch from QuickBooks Self-Employed to QuickBooks Online article for the steps and details. Once you're on QBO, here's how to invite an accountant:

  1. Sign in to QBO as a master admin.
  2. Go to the Gear icon on the top menu
  3. Select Manage users.
  4. Choose the Accounting firms tab.
  5. Click Invite.
  6. Enter your accountant's info and press Save.

Then, QuickBooks emails an invite to your accountant. The email has steps for how to connect your accounts. If your accountant doesn't have QuickBooks Online Accountant, there's also a link for how to sign up. to learn more about this one, check out the Invite an accountant to review your accounting in QuickBooks Online article.

 

Feel free to visit our User management page for more insights about adding and managing your Intuit product users.

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Have a great day ahead.