cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get your Payroll questions answered by a QuickBooks Product Manager here - https://intuit.me/31Nl3My
angielunnonpt
Level 1

The option to allow my accountant access to my books isn't in settings where it has been previously and I can't see it anywhere else. I'd rather not have to give him my personal login details so can anyone shed some light on this for me?

 
1 REPLY 1
ShiellaGraceA
QuickBooks Team

The option to allow my accountant access to my books isn't in settings where it has been previously and I can't see it anywhere else. I'd rather not have to give him my personal login details so can anyone shed some light on this for me?

Welcome to Community, @angielunnonpt.

 

I'll walk you through the steps on how you can invite your accountant. Let's go to your profile settings to see it.

 

  1. Go to your Profile ⚙ icon.
  2. Select Accountant.
  3. In the Invite your accountant field, enter your accountant's email address. Then, hit Send invite.
  4. Click Done.

After sending, your accountant will have to accept it so they can access your accounts through QBO Accountant. If you're still unable to see the option to invite, try accessing your account via a private browser. This browsing doesn’t store data and will help the page load without issues from temporary data. 

 

Here's how:

  • Press CTRL+SHIFT+N
  • Hold CTRL+SHIFT+P.

If you're able to find the option, it’s a good idea to clear the cache to start on a clean slate. This process helps the browser to fetch the latest version of the webpage and faster browsing experience.

 

You can also send copies of your reports to your accountant. Check out this guide: Send your QuickBooks Self-Employed info to your accountant.

 

Keep me posted if you still have questions about your account. I’m more than happy to assist you further. Have a wonderful day ahead.

Need to get in touch?

Contact us