Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Limited time. 50% OFF QuickBooks for 3 months.
Buy now & saveQuickBooks Self-Employed doesn’t support multiple users, meaning you can't add a second user like you would in QuickBooks Online. One option is to share your login credentials with your bookkeeper, though this isn't ideal for security reasons. Alternatively, if you just need them to review transactions or prepare reports, you can export data (like transaction lists or profit and loss reports) and share those files separately.
Gilbert is correct. QuickBooks Self-Employed (QBSE) is designed specifically for self-employed individuals, which means you can't add another user to your account, Sharon. However, you have the option to invite an accountant to review your financial records. Below, I'll provide a step-by-step process for doing so.
You can provide your accountant access to your company file and accounting information, allowing them to review and make necessary adjustments to your books. This also facilitates smoother collaboration, particularly during tax season. To invite your accountant, follow these steps:
1. Log in to QBSE account.
2. Click the Gear icon. Then, select Accountant.
3. In the Accountant email field, enter your accountant’s email address.
4. Click Send invitation.
5. Choose Text a code to verify your identity. This sends a verification code to your registered mobile number.
6. Enter the received code in the Verification code field, then click Continue.
Please note:
If you decide that you no longer require the services of an accountant, you can remove their access to your company file.
Moreover, if you need to add multiple users or require more sophisticated features for your bookkeeping, consider upgrading to QuickBooks Online. It provides enhanced capabilities along with advanced tools for financial management.
If you'll require additional assistance with inviting an accountant to QBSE, feel free to return to this thread and I'll respond as soon as I can. Take care.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here