Accounting App

iankirtonsings-o · ‎March 31, 2023

I have been using the QuickBooks Accounting app since July 2022. Really like the app and use it to track expenses through my bank account, track mileage, and invoice.

I want to export a file to my accountant to complete my self assessment. I can’t seem to do this through the app - google search said I have to login on a browser - however when I try to login on a browser using my email address - it’s like I am creating a new account. Is there a specific website I should be logging in to access all my Accounting app info and be able to create a report?

JaeAnnC · ‎March 31, 2023

I'm glad to have you here, Ian.

I can help you send copies of your reports to your accountant in QuickBooks Self-Employed (QBSE), so you can complete your self-assessment.

If you work with your accountant or tax preparer to file your taxes, you can send them your QBSE info in just a few steps.

Here's how:

Go to your mobile app browser, and sign in to your QBSE account.
Go to the Reports menu.
Locate the report you want to download.
Select the time period or tax year from the dropdown.
Click View or Download.
Select the arrow icon and click Print or Download.

Furthermore, you can invite your accountant so they can review and manage your books seamlessly.

Feel free to get back to us if you have any additional concerns about exporting a file. I'm always here to lend you a helping hand. Stay safe!

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