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sarahvickers2020
Level 1

Is it possible to link my accountant to my Quickbooks Sole Trader account?

 
1 REPLY 1
GenmarieM
QuickBooks Team

Is it possible to link my accountant to my Quickbooks Sole Trader account?

Yes, you can link your accountant to your QuickBooks Sole Trader account by inviting them, Sarah.

 

Here's how:

 

  1. Click the Gear icon and select Add accountant or go to My Accountant.
  2. Enter the accountant's email address in the Accountant email field.
  3. Select Invite.
  4. Click the Text code to verify your identity.
  5. In the Verification code field, enter the code.
  6. Hit Continue.

 

For detailed info, feel free to review this article: Invite an accountant to review your books in QuickBooks Self-Employed.

 

Once done, you're now ready to work with your sole trader entries. Visit this link for guidance: Help articles, video tutorials, and more.

 

Feel free to visit the Community if you have other questions or concerns.

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