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Join nowHi there catherinestroudi. You came to the right place. Here's the instructions for inviting your accountant.
To invite an accountant:
The invitation is sent to the accountant. Once the accountant accepts the invitation, they are provided with access to your data through QuickBooks Online Accountant.
Remove an accountant
If necessary, you can remove an accountant's access to your data.
To remove an accountant:
The accountant is removed and no longer has access to your company file or financial data.
Let me know if you need anything else, I'm always happy to help.
I tried but not working, I think it’s because I have an American version but I’m in UK
I’m failing to link my accountant because I have a US version instead of UK
Thanks for joining us here, Osborne.
If you're not using the QuickBooks Self-Employed subscription for US version, you can cancel this and subscribe to UK version.
Here's how to cancel a subscription:
To learn more about this process, visit this article: Cancel your QuickBooks Self-Employed subscription.
Once done, you can sign up for QBSE UK account. Don't worry, I'll show you how to do it through the steps below:
Once done, you can now add your accountant in the QuickBooks Self-Employed (QBSE) UK edition. I'll show you how below:
After clicking the Send invitation button, you'll see a message saying the invitation was sent. I've attached a screenshot for your visual guide:
Your accountant will receive an invite were they have to confirm it.
Also, I've got these articles for further insights about QuickBooks Self-Employed:
I'll be right here if you have further questions. Keep safe and have a good one.
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