We’ll help you invite your accountant to QuickBooks Self-Employed (QBSE), Jimgoold.
If you are trying to add your accountant to have access to your company file and accounting information, just follow the steps below:
- Go to Settings and select Accountant.
- In the Accountant email field, enter your accountant’s email address.
- Click Send invitation.
- Tap Text a code to verify your identity. This sends a verification code to your registered mobile number.
- Enter the code in the Verification code field, then select Continue.
This emails an invite to your accountant, and you’ll get an email notification once they accept the invite. After they accept it, they can access your accounts through QuickBooks Online Accountant.
If your accountant has any trouble accepting the invite, please have them check their spam folder or try the "Resend invitation" option from your QBSE account. To learn more about this one, check out this article: Invite an accountant to review your books in QuickBooks Self-Employed.
If you have more questions about inviting your accountant or QuickBooks-related concerns, please reply to this post.
