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Alison Heppelstone
Level 1

Allow my accountant to access my QuickBooks Self-Employed

Hi

 

i am also trying to add my accountant but I am billed by Apple. I currently have no access to a desk top or laptop as it needs repairing. Please can you advise what to do? 

Do I need to billed by intuit instead? Please help ASAP 

 

thank you 

Ashleigh1
QuickBooks Team

Allow my accountant to access my QuickBooks Self-Employed

Hello Allison, so what you need to do is cancel the subscription with the 3rd party once the bill cycle has ended with them. If you then log into your account on a web browser it will ask you to enter your payment details once you have entered them in you will be charged by us at intuit and see the option of add accountant in the cog wheel. 

Rperna
Level 1

Allow my accountant to access my QuickBooks Self-Employed

I need to migrate billing as well please. Can someone help

Jen_D
Moderator

Allow my accountant to access my QuickBooks Self-Employed

Thanks for sharing your QuickBooks concern with the community, @Rperna.

 

I can definitely help you get to the right support who can check on this billing transfer concern. This page is a public forum, so we can't discuss confidential information here to protect your account from any fraudulent activities.

 

Account-related concerns are mainly handled by our Customer Service Team. We need to have you call them for help. To get our support, follow the steps below in this article: Contact QuickBooks Self-Employed Support

 

If you need additional assistance with this other QuickBooks concern, let me know in the comment below. I'm always here if you need further help. Have a good one!

Dr Melissa Snaith
Level 1

Allow my accountant to access my QuickBooks Self-Employed

Hello I have the same problem adding my accountant. Is it possible to switch over please?

Kurt_M
QuickBooks Team

Allow my accountant to access my QuickBooks Self-Employed

 

Hello there, @Dr Melissa Snaith. I'll share some insights about your concern.

 

If your subscription is from Intuit, you can add your accountant to your QBSE account by following these steps:

 

 

  1. Go to this link and then sign in to your account.
  2. Click the Gear icon.
  3. Under About you, choose Accountant.
  4. Enter the accountant's email address.
  5. Select Send invitation.

 

For visual reference, you can refer on the screenshots below.

 

image (34).png

image (35).png

 

If you don't see this option, you may have removed your membership from the Apple or Google Play stores. I recommend that you double-check your subscription with your app's provider.

 

Additionally, I'll be leaving these articles to help you in the future:

 

 

As always, you can comment again here in the thread if you need assistance with setting up accountant in your QBSE account. I'll be here and I'd like to let you know that I'm more than happy to provide additional assistance to you. Keep safe and have a nice day!

Crazipotmom
Level 1

Allow my accountant to access my QuickBooks Self-Employed

I just asked this exact same question and was told that in my region this is not something that I'm able to do so I can't add an accountant to QuickBooks self-employed am I able to switch over to one of the other ones to be able to do this or is it in my region no matter which one I have

Charies_M
Moderator

Allow my accountant to access my QuickBooks Self-Employed

Welcome to this thread, Crazipotmom.

 

Allow me to clarify the availability of the option to add an accountant. The said option is only available in US versions of QuickBooks Self-Employed (QBSE). 

 

If you wish to have this option, you may consider using a US version. In case you decide to do so, here are the steps on how to subscribe to QBO US:

 

  1. Go to this link: https://quickbooks.intuit.com/choose-country/.
  2. Under Europe, choose United States.
  3. Click See plans & pricing button.
  4. You'll be routed to the different plans available in QBO.
  5. Choose a plan and click Buy now once you're ready.

 

You can also read our help articles in case you have any other QuickBooks concerns in the future: 

Keep posted if you have any other QuickBooks questions inviting accountants, I'm just here to help. Wishing you continued success!

artfirstprimo
Level 1

Allow my accountant to access my QuickBooks Self-Employed

These instructions regarding inviting you accountant are absolute rubbish, they do not work. When my account receives his invite he is asked for a password to access my QuickBooks, which does not have.  He has even tried my personal password, which does not work.  There is nothing on QuickBooks that tells you anything about this, and I also cannot get any on a telephone call from QuickBooks who knows anything about QuickBooks self-employed, and how to add ones accountant. So all this crap about, 'it's all so easy, just click the cog wheel, etc...' is total bollocks!

M_Ok
Level 1

Allow my accountant to access my QuickBooks Self-Employed

I am based in AUS and my Australian version of quickbooks self employed won't allow me an option to add an accountant. Can you please advise? I have a subscription directly with intuit/quickbooks.

JuliaMikkaelaQ
QuickBooks Team

Allow my accountant to access my QuickBooks Self-Employed

It's good to have you here, @M_Ok.

 

I understand how valuable it would be for you to add your accountant and let them access your QuickBooks Self-Employed account. Let me share my knowledge about the feature availability.

 

The feature to add or invite an accountant is available to the UK and US regions only. Since you mentioned that you're Australia-based, this is the reason why you can't see the Accountant option in the Account Settings.

 

If you wish to allow them to manage and review your financial status, I recommend exporting your financial reports and sending these data to them. I'll write down the steps on how to get these reports:

 

  1. In QuickBooks Self-Employed, go to the Reports menu.
  2. Find the report you want to download.
  3. Select the reporting period or tax year from the dropdown.
  4. Click View or choose the arrow dropdown icon and then hit Download.

 

You can also download a detailed list of your transactions in a CSV file.

 

Moreover, I'll leave this article if you want to email your BAS Summary Report to your accountant and let them help you file your return to the Australian Tax Office (ATO) for tax compliance.

 

You could also refer to these links to gather more details about managing your data in QBSE:

 

 

Let me know if you have other clarification about adding an accountant or other QuickBooks Self-Employed-related concerns. I'll be around the clock, ready to assist. Stay safe!

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