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zaknasr-hotmail-
Level 1

I'm on the self-employed home page and i can not find where to add in my accountant in my profile?

 
1 REPLY 1
jamespaul
Moderator

I'm on the self-employed home page and i can not find where to add in my accountant in my profile?

Hello, zaknasr-hotmail-. 

 

I'll show you where you can invite your accountant to your Self-Employed account. I'll also throw in a couple of screenshots to help you navigate. 

 

You'll want to go to the Accountant page to invite your accountant. Here's how: 

 

  1. Click the gear icon. 
  2. Under About you, select Accountant.
  3. Enter the accountant's email address, then hit Send invitation

 

invaccountant1.PNG

invaccountant2.PNG

 

All they need to do is to accept the invitation from the sent email then they can access your Self-Employed account. 

 

For additional reference, you can check this article: Send your QuickBooks Self-Employed info to your accountant.

 

If you or your accountant needs help categorizing your transaction for estimated taxes, this article has all the details you need: Categorise transactions in QuickBooks Self-Employed.

 

That covers on how you can invite your accountant to your Self-Employed account. If you have more questions, do let me know. I'm ready to help you or your accountant. 

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