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

Accountant interaction with my data?

Hi

If I submit my reports to my accountant at end of financial year and my accountant makes changes, will I see these reflected in my Quick Books Self employed dashboard?

1 REPLY 1
ChristieAnn
QuickBooks Team

Accountant interaction with my data?

Hi there, Beckers.

 

Thank you for visiting QuickBooks Community. I'll share details of how your accountant access your QuickBooks Self Employed.

 

When you invited your accountant to access your QuickBooks Self-Employed company file, they can review your books, make corrections, and fix any tricky transactions. With this, if your accountant makes any changes from your account itself, yes, changes will reflect in your QBSE dashboard.

 

However, if you only download reports to submit to your accountant at end of the financial year and make changes from there, these will not reflect in your QBSE dashboard. This is because the PDF or downloaded sheet is not linked to the accounting software.

 

You can click this article to see additional information about sharing reports and other tax info with your accountant: Send your QuickBooks Self-Employed info to your accountant.

 

Please refer to this article to see different details on how QBSE is a fast way and easy way to track your business income and spending all year long: QuickBooks Self-Employed Overview.

 

Please don't hesitate to post again if you should need any further assistance with your data or transactions, I'm always here to help.

Need to get in touch?

Contact us