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usergeomcfall
Level 1

I don’t have an ‘add accountant’ option in my profile/settings menu, any ideas?

 
1 REPLY 1
JessT
Moderator

I don’t have an ‘add accountant’ option in my profile/settings menu, any ideas?

Hi there, usergeomcfall.

 

I can see the importance of letting your accountant access your QBSE subscription. However, this option is only available to ones created by an accountant under their billing. 

 

What you can do is send copies of your reports to your accountant:

  1. 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, feel free to reach back out. 

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