I'm just setting up QB Self Employed for the first time and am having difficulty with a few things...
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Welcome to the Community page,
So the answer both your Questions 1 and 2 is no it is not possible to do either in Quickbooks self employed. You can only have accountant view is if you are an accountant.
I appreciate you getting back to us, Max79.
QuickBooks Online and QuickBooks Self-Employed are two different versions.
The main difference between both programs is that QuickBooks Self-Employed is designed for Independent Contractors, while Simple Start is for Small Businesses.
You can go through the following write-ups to know more about the difference between the two QuickBooks platforms as well as their functions. On the same link, you'll find steps on how to transfer your self-employed data to the online version:
Should you have any additional questions, please let me know. I'd be more than willing to lend you a hand. Have a good one.
Welcome to the Community, @Penny45. I'll share some insights about QuickBooks Self-employed and QuickBooks Online.
The main distinction between the two products is that QuickBooks Self-Employed is for independent contractors, while QuickBooks Online is for small businesses.
You can learn more about the differences between the two QuickBooks platforms and their functionality by reading the following articles:
Let me know if you have additional questions about QuickBooks Self-employed. I'm always around to help.