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selbytrendz
Level 1

how to add a user on quickbooks self employed

 
1 REPLY 1
Jelayca V
QuickBooks Team

how to add a user on quickbooks self employed

QuickBooks Self-Employed (QBSE) is specifically designed for self-employed individuals, thus, you cannot add additional users to your account. However, Selby, you do have the option to invite an accountant to review your financial records. This access allows them to check your accounting information, make necessary adjustments, and collaborate more effectively during tax season.

 

To invite your accountant, here's how:

 

  1. Log in to QuickBooks Self-Employed.
  2. Select the Gear icon, then Accountant.
  3. Click the Invite firm button.
    download (2).png
  4. Enter your accountant’s details, then Save.

 

Once done, they'll receive an email with instructions to Accept Invitation. After that, they can access your account through QuickBooks Online Accountant. If they don’t receive the invite, you may select Resend invite.

 

If you no longer need an accountant, you can remove their access to your company file. Here's how:

 

  1. Select the Settings icon.
  2. Click on Accountant.
  3. In the Resend invite dropdown under the ACTION column, hit Delete.
    download (1).png

 

Additionally, if you want to add multiple users or require more advanced features for your bookkeeping, consider upgrading to QuickBooks Online. This version offers enhanced capabilities and tools for better financial management.

 

While QBSE doesn't allow adding users, inviting your accountant is a great alternative to ensure they can assist you with your financial records. If you need further assistance with the invitation process or have any other questions about managing your account, feel free to reach out. I’m here to help you make the most of your QuickBooks experience!

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