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justwanttosurf
Level 1

How do I link my accountant to my profile?

 
6 REPLIES 6
Ashleigh1
QuickBooks Team

How do I link my accountant to my profile?

Hello Justwanttosurf, 

 

Welcome to the Community page, 

 

Can we ask what QuickBooks product you have is it one of our small business products or the self -employed product? 

HFL10
Level 1

How do I link my accountant to my profile?

Quickbooks Self employed

IamjuViel
QuickBooks Team

How do I link my accountant to my profile?

Greetings, @HFL10.

 

You can add 1 accountant to your QuickBooks Self-Employed account. Let me guide you on how to do it.

 

Here's how:

  1. Go to the Gear icon.
  2. Choose an Accountant.
  3. Enter the accountant's email address in the field.
  4. Click Send invite.
    • A confirmation that the invitation was sent will appear.
  5. Select Done.

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Once completed, your accountant will receive an email invitation.  You can read through this help article for more insights about the benefits of letting your accountant manage your account: QBSE Benefits for accountants and their clients

 

Also, you can check these articles to help you get acquainted with QuickBooks:

You can always leave your comments below if you have other questions. I'm always here to help.

steve205
Level 1

How do I link my accountant to my profile?

No such 'accountant' link exists in my QBSE, either online or in app.

 

How do I link to accountant?

EmmaM
QuickBooks Team

How do I link my accountant to my profile?

Hello Steve205, it usually is not an option if the billing is being paid to a third party such as I-tunes or Googleplay is that the case with yourself?

steve205
Level 1

How do I link my accountant to my profile?

It is indeed, 

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