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How to use the My Accountant page

SOLVEDby QuickBooks42Updated 1 month ago

If you've connected an accountant user to your QuickBooks Online company, you can use the My Accountant page to communicate and collaborate with your accountant directly from within QuickBooks.

Your accountant can't view this page in your books — accountants work from a different page in their own firm's company — so if you have more than one accountant user, they won't be able to view each other's requests and documents, to keep your work safe and confidential.

Note: Before you can upload documents and view information in QuickBooks, you need to have received an invitation from your accountant first. Accountants send an invite using their QuickBooks Accountant Work Portal.

Requests from your accountant

When your accountant sends you a request for a document or information, the request is displayed on your My Accountant page, from which you can view and respond to it.

Your accountant sets a due date for the request and specifies what they need. You can't directly edit these requests, but you can view and respond to them with comments and documents.

To respond:

  1. Go to My accountant (Take me there).
  2. On the Requests tab, select the request.
  3. Add comments to the request for your accountant to see, and, if necessary, securely upload a document.
  4. Select Done.

Your response is added to the request for your accountant to review.

Shared documents

You and your accountant can use the Shared documents tab to manage the files you've shared with one another.

You can upload a document directly to this tab. The tab also tracks any documents you have uploaded in response to a request, or that your accountant has shared with you.

You can download a document from this tab by selecting from the Action column, then selecting Download.

You can also delete documents that you have changed, or replace outdated versions. To do so, select from the Action column, then select Delete.

Future updates

As we develop it further, we will add new features and options to the My Accountant page, and, moving forward, you may see a variety of improvements on this page as we work to create the best possible experience for you and your accountant.

If you have an idea for an improvement, fix, or upgrade that you would like to see on this page (or anywhere in QuickBooks Online), don't hesitate to let us know! Just select the Gear icon on the Toolbar and select Feedback to share your thoughts.

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