cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
Bluebag48
Level 1

Can I use Simple Plan to send a link to my accountant?

I am currently on the Quickbooks Essential Plan, but I'm a single user and only need the basic features of Quickbooks.

I have compared the Simple plan and the Essentials plan and they offer near enough the same features for a one user setup. I do not need the ability to manage invoices from suppliers, etc.

The only thing I am worried about is if I downgrade to the Simple plan, will I still be able to send a "access?" link to my accountant so they can see my data to complete my corporate accounts - like they can with the Essentials plan.

Is my accountant considered another user on my plan, even though they do not use it day-to-day, only to see my financial figures come end-of-tax-year time.

Thanks for any help.

 

Solved
Best answer April 15, 2020

Accepted Solutions
Fiat Lux - ASIA
Level 15

Can I use Simple Plan to send a link to my accountant?

If your accountant has a QBO Accountant account, she/he may access your account as accountant user, not a standard user.

View solution in original post

3 REPLIES 3
Fiat Lux - ASIA
Level 15

Can I use Simple Plan to send a link to my accountant?

If your accountant has a QBO Accountant account, she/he may access your account as accountant user, not a standard user.

Bluebag48
Level 1

Can I use Simple Plan to send a link to my accountant?

Thank you for your reply,

 

So if he doesn't have a QBA  can he access my accounts through my Simple account?  I'm just wondering if I needed to upgrade as I'm not gaining any benefit.

 

TIA

Fiat Lux - ASIA
Level 15

Can I use Simple Plan to send a link to my accountant?

QBO Accountant is free. No excuse for your accountant  

Need to get in touch?

Contact us